+5,352.5%
URI vs WPM
+5,236.6%
+115.9%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.9% | -1.8% | +0.5% |
| 7D | -9.8% | +16.9% | -26.7% | -13.1% |
| 30D | +1.7% | +2.0% | -0.2% | +0.9% |
| 3M | -9.1% | +8.9% | -18.0% | -11.6% |
| 6M | +9.9% | +1.6% | +8.3% | +7.7% |
| YTD | +31.2% | +16.5% | +14.7% | +23.3% |
| 1Y | +25.9% | +42.2% | -16.3% | +13.0% |
| 3Y | +147.4% | +213.3% | -65.9% | +81.2% |
| 5Y | +179.7% | +249.9% | -70.2% | +95.6% |
| 10Y | +1,419.5% | +549.4% | +870.2% | +743.0% |
| All | +5,352.5% | +5,236.6% | +115.9% | +1,132.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling