+30.4%
URI vs WCN
+16.8%
+13.5%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.6% | -2.6% | -2.3% |
| 7D | -6.0% | +2.6% | -8.6% | -6.9% |
| 30D | +4.6% | +25.3% | -20.7% | -5.3% |
| 3M | -2.7% | +15.2% | -17.9% | -8.4% |
| 6M | +18.4% | +26.4% | -8.1% | +4.1% |
| YTD | +37.4% | +9.9% | +27.4% | +27.0% |
| 1Y | +30.4% | +16.2% | +14.2% | +18.0% |
| All | +30.4% | +16.8% | +13.5% | +18.0% |
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