+203.4%
URI vs WPM
+254.8%
-51.4%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.1% | +2.7% | +1.8% |
| 7D | -2.0% | +1.1% | -3.1% | -2.2% |
| 30D | -12.9% | +26.4% | -39.3% | -16.3% |
| 3M | -6.7% | +20.8% | -27.6% | -10.0% |
| 6M | +19.0% | +1.1% | +17.9% | +17.6% |
| YTD | +25.5% | +32.5% | -6.9% | +17.6% |
| 1Y | +5.5% | +51.5% | -46.0% | -3.7% |
| 3Y | +111.3% | +267.0% | -155.7% | +55.7% |
| All | +203.4% | +254.8% | -51.4% | +97.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling