+1,182.4%
URI vs WCN
+300.6%
+881.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.6% | -2.6% | -2.4% |
| 7D | -6.0% | +2.6% | -8.6% | -7.7% |
| 30D | +4.6% | +25.3% | -20.7% | -10.7% |
| 3M | -2.7% | +15.2% | -17.9% | -12.2% |
| 6M | +18.4% | +26.4% | -8.1% | -0.8% |
| YTD | +37.4% | +9.9% | +27.4% | +26.5% |
| 1Y | +30.4% | +16.2% | +14.2% | +15.3% |
| 3Y | +147.9% | +49.4% | +98.5% | +75.9% |
| 5Y | +202.1% | +46.2% | +155.9% | +114.2% |
| 10Y | +1,182.4% | +305.7% | +876.7% | +392.7% |
| All | +1,182.4% | +300.6% | +881.9% | +392.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling