+1,157.2%
URI vs WPM
+502.1%
+655.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.5% |
| 7D | +2.5% | +7.0% | -4.5% | +1.7% |
| 30D | -12.5% | +15.7% | -28.3% | -14.2% |
| 3M | -6.2% | +35.2% | -41.4% | -9.8% |
| 6M | +25.9% | +6.1% | +19.8% | +24.0% |
| YTD | +26.2% | +32.6% | -6.4% | +20.5% |
| 1Y | +5.5% | +46.9% | -41.4% | -0.7% |
| 3Y | +125.0% | +276.3% | -151.3% | +86.1% |
| 5Y | +210.4% | +260.0% | -49.6% | +153.4% |
| 10Y | +1,157.2% | +508.5% | +648.7% | +951.6% |
| All | +1,157.2% | +502.1% | +655.1% | +951.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling