+144.6%
URI vs WCC
+106.2%
+38.4%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -9.6% | +2.4% | -2.7% |
| 7D | -12.9% | -21.9% | +9.0% | -2.8% |
| 30D | -3.4% | -25.4% | +22.0% | +9.8% |
| 3M | -10.0% | -23.1% | +13.1% | +0.5% |
| 6M | +12.2% | -18.1% | +30.2% | +20.5% |
| YTD | +29.8% | +17.7% | +12.1% | +15.2% |
| 1Y | +24.6% | +12.4% | +12.2% | +13.0% |
| All | +144.6% | +106.2% | +38.4% | +31.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling