+3,875.0%
URI vs WCC
+1,536.7%
+2,338.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.1% | -2.1% | -2.1% |
| 7D | -6.0% | -9.9% | +4.0% | -1.4% |
| 30D | +4.6% | -13.4% | +18.0% | +11.2% |
| 3M | -2.7% | -13.5% | +10.8% | +3.1% |
| 6M | +18.4% | -10.6% | +29.0% | +22.2% |
| YTD | +37.4% | +30.1% | +7.3% | +17.3% |
| 1Y | +30.4% | +22.3% | +8.0% | +14.5% |
| 3Y | +147.9% | +130.3% | +17.6% | +53.1% |
| 5Y | +202.1% | +144.5% | +57.6% | +76.3% |
| 10Y | +1,182.4% | +431.8% | +750.6% | +398.1% |
| All | +3,875.0% | +1,536.7% | +2,338.3% | +823.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling