+1,213.1%
URI vs WCC
+453.1%
+759.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +3.3% | +0.8% | +2.2% |
| 7D | +2.6% | +3.3% | -0.7% | +0.6% |
| 30D | +9.1% | -9.4% | +18.5% | +14.6% |
| 3M | +1.0% | -10.5% | +11.5% | +6.2% |
| 6M | +23.3% | -10.4% | +33.8% | +27.8% |
| YTD | +43.3% | +34.4% | +8.9% | +13.5% |
| 1Y | +35.9% | +27.7% | +8.3% | +10.8% |
| 3Y | +158.6% | +137.9% | +20.7% | +29.7% |
| 5Y | +213.1% | +147.0% | +66.1% | +43.0% |
| 10Y | +1,213.1% | +442.5% | +770.6% | +210.3% |
| All | +1,213.1% | +453.1% | +759.9% | +210.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded WCC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling