+1,186.2%
URI vs WCN
+235.2%
+951.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.1% | -2.7% | -3.1% |
| 7D | -0.5% | -4.4% | +3.9% | +2.6% |
| 30D | -13.4% | -4.4% | -8.9% | -10.6% |
| 3M | -6.2% | +0.5% | -6.7% | -7.3% |
| 6M | +28.0% | -3.3% | +31.2% | +29.9% |
| YTD | +23.0% | -8.5% | +31.4% | +29.1% |
| 1Y | +5.5% | -8.9% | +14.5% | +10.7% |
| 3Y | +119.2% | +18.0% | +101.1% | +83.8% |
| 5Y | +201.0% | +25.0% | +176.0% | +137.6% |
| All | +1,186.2% | +235.2% | +951.0% | +427.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded WCN 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling