+147.4%
URI vs WCN
+45.2%
+102.2%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.4% | +2.5% | +1.6% |
| 7D | -9.8% | +2.9% | -12.7% | -10.9% |
| 30D | +1.7% | +22.1% | -20.4% | -6.6% |
| 3M | -9.1% | +13.2% | -22.2% | -13.8% |
| 6M | +9.9% | +23.7% | -13.8% | -0.8% |
| YTD | +31.2% | +8.7% | +22.5% | +24.8% |
| 1Y | +25.9% | +15.3% | +10.6% | +16.9% |
| 3Y | +147.4% | +46.0% | +101.4% | +88.3% |
| All | +147.4% | +45.2% | +102.2% | +88.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling