+147.4%
URI vs WPM
+212.7%
-65.4%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.9% | -1.8% | +0.8% |
| 7D | -9.8% | +16.9% | -26.7% | -11.6% |
| 30D | +1.7% | +2.0% | -0.2% | +1.4% |
| 3M | -9.1% | +8.9% | -18.0% | -10.3% |
| 6M | +9.9% | +1.6% | +8.3% | +8.9% |
| YTD | +31.2% | +16.5% | +14.7% | +25.9% |
| 1Y | +25.9% | +42.2% | -16.3% | +17.5% |
| 3Y | +147.4% | +213.3% | -65.9% | +83.4% |
| All | +147.4% | +212.7% | -65.4% | +83.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling