+2,991.0%
URI vs WCN
+6,839.3%
-3,848.3%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.2% | +2.8% | +2.1% |
| 7D | -2.0% | -0.6% | -1.3% | -1.7% |
| 30D | -12.9% | +0.4% | -13.4% | -13.1% |
| 3M | -6.7% | +7.3% | -14.1% | -9.7% |
| 6M | +19.0% | -2.5% | +21.5% | +19.9% |
| YTD | +25.5% | -5.4% | +30.9% | +27.7% |
| 1Y | +5.5% | -8.5% | +14.0% | +8.6% |
| 3Y | +111.3% | +20.8% | +90.5% | +93.4% |
| 5Y | +198.6% | +30.0% | +168.5% | +165.4% |
| 10Y | +1,179.9% | +238.4% | +941.5% | +712.2% |
| All | +2,991.0% | +6,839.3% | -3,848.3% | +842.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling