+203.4%
URI vs WCC
+216.1%
-12.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.9% | -2.3% | -0.4% |
| 7D | -2.0% | +4.5% | -6.4% | -4.2% |
| 30D | -12.9% | -5.8% | -7.2% | -10.4% |
| 3M | -6.7% | -3.7% | -3.1% | -5.9% |
| 6M | +19.0% | +23.1% | -4.1% | +3.8% |
| YTD | +25.5% | +44.2% | -18.6% | -0.2% |
| 1Y | +5.5% | +62.1% | -56.6% | -22.4% |
| 3Y | +111.3% | +121.1% | -9.8% | +21.3% |
| All | +203.4% | +216.1% | -12.7% | +24.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling