+3,896.3%
URI vs WTW
+1,174.9%
+2,721.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.1% | +3.7% | +2.9% |
| 7D | -2.0% | -2.6% | +0.6% | -0.4% |
| 30D | -12.9% | -1.0% | -12.0% | -12.6% |
| 3M | -6.7% | +29.9% | -36.7% | -21.6% |
| 6M | +19.0% | +10.7% | +8.3% | +8.8% |
| YTD | +25.5% | +2.6% | +23.0% | +19.2% |
| 1Y | +5.5% | +2.8% | +2.8% | -0.2% |
| 3Y | +111.3% | +67.3% | +44.0% | +42.4% |
| 5Y | +198.6% | +56.6% | +141.9% | +109.4% |
| 10Y | +1,179.9% | +204.1% | +975.8% | +477.1% |
| All | +3,896.3% | +1,174.9% | +2,721.4% | +1,020.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling