+1,182.4%
URI vs WPM
+556.6%
+625.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -5.1% | +3.0% | -1.5% |
| 7D | -6.0% | +16.4% | -22.3% | -7.7% |
| 30D | +4.6% | -1.5% | +6.1% | +4.6% |
| 3M | -2.7% | +2.6% | -5.3% | -3.3% |
| 6M | +18.4% | -1.3% | +19.7% | +17.7% |
| YTD | +37.4% | +16.8% | +20.6% | +33.0% |
| 1Y | +30.4% | +34.1% | -3.8% | +24.2% |
| 3Y | +147.9% | +225.1% | -77.2% | +109.1% |
| 5Y | +202.1% | +234.5% | -32.4% | +149.8% |
| 10Y | +1,182.4% | +674.1% | +508.3% | +948.3% |
| All | +1,182.4% | +556.6% | +625.8% | +948.3% |
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