+120.5%
URI vs WPM
+270.0%
-149.5%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.1% | +2.7% | +1.7% |
| 7D | -2.0% | +1.1% | -3.1% | -2.1% |
| 30D | -12.9% | +26.4% | -39.3% | -15.8% |
| 3M | -6.7% | +20.8% | -27.6% | -9.5% |
| 6M | +19.0% | +1.1% | +17.9% | +17.7% |
| YTD | +25.5% | +32.5% | -6.9% | +18.3% |
| 1Y | +5.5% | +51.5% | -46.0% | -2.7% |
| All | +120.5% | +270.0% | -149.5% | +56.3% |
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 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