+1,237.8%
URI vs WCN
+239.1%
+998.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.2% | +2.5% | +2.1% |
| 7D | +5.0% | -1.7% | +6.7% | +6.2% |
| 30D | -9.4% | -3.0% | -6.4% | -7.5% |
| 3M | -5.8% | +2.5% | -8.4% | -8.3% |
| 6M | +25.8% | -5.7% | +31.5% | +30.1% |
| YTD | +27.9% | -7.4% | +35.3% | +33.2% |
| 1Y | +9.7% | -8.6% | +18.3% | +14.8% |
| 3Y | +128.0% | +19.4% | +108.6% | +89.7% |
| 5Y | +212.4% | +27.2% | +185.2% | +143.4% |
| All | +1,237.8% | +239.1% | +998.8% | +444.8% |
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