+9.7%
URI vs WCC
+66.8%
-57.1%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.3% | +2.6% | +1.8% |
| 7D | +5.0% | +6.8% | -1.8% | +2.5% |
| 30D | -9.4% | -3.0% | -6.4% | -8.5% |
| 3M | -5.8% | +0.2% | -6.0% | -6.3% |
| 6M | +25.8% | +33.2% | -7.3% | +12.1% |
| YTD | +27.9% | +45.8% | -17.9% | +10.2% |
| 1Y | +9.7% | +68.4% | -58.7% | -8.5% |
| All | +9.7% | +66.8% | -57.1% | -8.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling