+32.9%
URI vs WPM
+38.8%
-5.9%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +12.0% | -16.4% | -5.7% |
| 7D | -4.3% | +3.9% | -8.2% | -4.7% |
| 30D | +4.6% | -3.5% | +8.1% | +5.2% |
| 3M | -2.1% | +14.1% | -16.2% | -4.1% |
| 6M | +21.9% | +6.2% | +15.7% | +19.9% |
| YTD | +39.7% | +12.4% | +27.3% | +27.8% |
| 1Y | +32.9% | +40.0% | -7.1% | +11.2% |
| All | +32.9% | +38.8% | -5.9% | +11.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 1y: compounded portfolio wealth divided by compounded WPM 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…
1y analysis · Full analysis span regression · 6 months rolling