+130.5%
URI vs WTW
+60.9%
+69.6%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.6% | +4.9% | +2.0% |
| 7D | +5.0% | -7.1% | +12.1% | +6.3% |
| 30D | -9.4% | -8.5% | -0.9% | -8.0% |
| 3M | -5.8% | +20.6% | -26.4% | -9.6% |
| 6M | +25.8% | +7.2% | +18.6% | +24.1% |
| YTD | +27.9% | -3.9% | +31.7% | +30.1% |
| 1Y | +9.7% | -3.6% | +13.3% | +11.4% |
| All | +130.5% | +60.9% | +69.6% | +107.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling