+203.4%
URI vs WST
-25.7%
+229.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.8% | +2.4% | +1.8% |
| 7D | -2.0% | +0.7% | -2.7% | -2.2% |
| 30D | -12.9% | -3.1% | -9.8% | -12.2% |
| 3M | -6.7% | +7.2% | -13.9% | -8.7% |
| 6M | +19.0% | +36.8% | -17.8% | +9.6% |
| YTD | +25.5% | +23.8% | +1.7% | +18.1% |
| 1Y | +5.5% | +37.8% | -32.2% | -3.8% |
| 3Y | +111.3% | -15.9% | +127.2% | +108.3% |
| All | +203.4% | -25.7% | +229.1% | +178.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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