+9.7%
URI vs WCN
-8.7%
+18.4%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.2% | +2.5% | +1.8% |
| 7D | +5.0% | -1.7% | +6.7% | +5.7% |
| 30D | -9.4% | -3.0% | -6.4% | -8.2% |
| 3M | -5.8% | +2.5% | -8.4% | -7.8% |
| 6M | +25.8% | -5.7% | +31.5% | +25.7% |
| YTD | +27.9% | -7.4% | +35.3% | +27.2% |
| 1Y | +9.7% | -8.6% | +18.3% | +11.9% |
| All | +9.7% | -8.7% | +18.4% | +11.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling