+179.2%
URI vs WING
+4.1%
+175.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.5% | +2.6% | +1.4% |
| 7D | -9.8% | +9.0% | -18.8% | -11.5% |
| 30D | +1.7% | +39.9% | -38.2% | -5.6% |
| 3M | -9.1% | +40.4% | -49.5% | -16.4% |
| 6M | +9.9% | +12.9% | -3.0% | +4.8% |
| YTD | +31.2% | -31.1% | +62.3% | +38.1% |
| 1Y | +25.9% | -32.7% | +58.6% | +32.9% |
| 3Y | +147.4% | -19.8% | +167.2% | +125.0% |
| All | +179.2% | +4.1% | +175.1% | +117.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling