+209.5%
URI vs WCC
+146.1%
+63.4%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | +9.3% | +14.2% | -4.9% | +2.1% |
| 30D | +7.6% | -9.8% | +17.4% | +12.6% |
| 3M | +1.0% | -10.1% | +11.2% | +5.5% |
| 6M | +19.8% | -9.4% | +29.3% | +23.2% |
| YTD | +41.9% | +34.4% | +7.4% | +15.9% |
| 1Y | +33.4% | +23.3% | +10.1% | +14.1% |
| 3Y | +156.0% | +137.9% | +18.1% | +39.2% |
| 5Y | +209.5% | +144.0% | +65.6% | +55.8% |
| All | +209.5% | +146.1% | +63.4% | +55.8% |
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