+1,218.8%
URI vs WCC
+492.1%
+726.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +8.1% | -1.3% | +2.1% |
| 7D | -4.0% | -5.7% | +1.7% | -1.0% |
| 30D | +6.8% | -13.5% | +20.3% | +15.2% |
| 3M | -2.8% | -12.9% | +10.1% | +3.8% |
| 6M | +20.9% | -10.7% | +31.5% | +25.3% |
| YTD | +40.2% | +30.0% | +10.3% | +13.3% |
| 1Y | +34.1% | +24.7% | +9.4% | +10.8% |
| 3Y | +164.1% | +136.6% | +27.6% | +32.9% |
| 5Y | +199.3% | +143.9% | +55.4% | +37.7% |
| 10Y | +1,218.8% | +465.9% | +752.9% | +216.5% |
| All | +1,218.8% | +492.1% | +726.8% | +216.5% |
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