+1,213.1%
URI vs WING
+686.1%
+527.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.7% | +5.8% | +4.6% |
| 7D | +2.6% | -0.5% | +3.1% | +2.7% |
| 30D | +9.1% | +32.3% | -23.2% | +1.2% |
| 3M | +1.0% | +50.2% | -49.2% | -10.2% |
| 6M | +23.3% | +31.7% | -8.3% | +11.9% |
| YTD | +43.3% | -29.6% | +72.9% | +50.2% |
| 1Y | +35.9% | -29.7% | +65.6% | +42.0% |
| 3Y | +158.6% | -19.8% | +178.4% | +138.7% |
| 5Y | +213.1% | +3.1% | +210.1% | +151.6% |
| 10Y | +1,213.1% | +682.9% | +530.2% | +417.7% |
| All | +1,213.1% | +686.1% | +527.0% | +417.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 10y: compounded portfolio wealth divided by compounded WING 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…
10y analysis · Full analysis span regression · 6 months rolling