+203.4%
URI vs WCN
+30.3%
+173.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.2% | +2.8% | +2.2% |
| 7D | -2.0% | -0.6% | -1.3% | -1.6% |
| 30D | -12.9% | +0.4% | -13.4% | -13.2% |
| 3M | -6.7% | +7.3% | -14.1% | -11.0% |
| 6M | +19.0% | -2.5% | +21.5% | +19.9% |
| YTD | +25.5% | -5.4% | +30.9% | +28.0% |
| 1Y | +5.5% | -8.5% | +14.0% | +9.4% |
| 3Y | +111.3% | +20.8% | +90.5% | +78.9% |
| All | +203.4% | +30.3% | +173.1% | +136.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling