+5.5%
URI vs WTW
-2.8%
+8.4%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.5% | -4.4% | -3.9% |
| 7D | -0.5% | -7.8% | +7.3% | -0.1% |
| 30D | -13.4% | -7.9% | -5.5% | -13.0% |
| 3M | -6.2% | +19.9% | -26.2% | -7.3% |
| 6M | +28.0% | +9.8% | +18.2% | +28.2% |
| YTD | +23.0% | -3.3% | +26.3% | +27.7% |
| 1Y | +5.5% | -3.3% | +8.8% | +10.6% |
| All | +5.5% | -2.8% | +8.4% | +10.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 1y: compounded portfolio wealth divided by compounded WTW 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…
1y analysis · Full analysis span regression · 6 months rolling