+147.9%
URI vs WING
-16.7%
+164.6%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.2% | +2.1% | -1.5% |
| 7D | -6.0% | +5.0% | -10.9% | -6.6% |
| 30D | +4.6% | +38.7% | -34.1% | -0.1% |
| 3M | -2.7% | +44.7% | -47.4% | -8.0% |
| 6M | +18.4% | +31.5% | -13.1% | +12.6% |
| YTD | +37.4% | -28.4% | +65.8% | +42.4% |
| 1Y | +30.4% | -28.2% | +58.5% | +34.7% |
| 3Y | +147.9% | -18.4% | +166.3% | +131.8% |
| All | +147.9% | -16.7% | +164.6% | +131.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling