+4,357.9%
URI vs WTW
+1,181.4%
+3,176.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.0% | -3.3% | -2.5% |
| 7D | +6.7% | +2.0% | +4.8% | +5.4% |
| 30D | +8.9% | +12.9% | -4.0% | +0.8% |
| 3M | +0.5% | +0.7% | -0.2% | -0.8% |
| 6M | +20.7% | +39.5% | -18.8% | -3.9% |
| YTD | +40.0% | +3.1% | +36.9% | +31.7% |
| 1Y | +34.4% | +4.8% | +29.6% | +25.0% |
| 3Y | +149.5% | +42.9% | +106.5% | +85.8% |
| 5Y | +205.6% | +55.3% | +150.3% | +114.6% |
| 10Y | +1,183.1% | +217.2% | +966.0% | +460.9% |
| All | +4,357.9% | +1,181.4% | +3,176.5% | +1,137.0% |
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