+4,415.7%
URI vs WTW
+1,156.4%
+3,259.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.6% | +0.6% | 0.0% |
| 7D | +9.3% | -2.3% | +11.6% | +10.8% |
| 30D | +7.6% | +10.7% | -3.1% | +0.8% |
| 3M | +1.0% | -3.1% | +4.1% | +2.1% |
| 6M | +19.8% | +31.7% | -11.8% | -1.1% |
| YTD | +41.9% | +1.1% | +40.8% | +35.0% |
| 1Y | +33.4% | +4.1% | +29.3% | +24.5% |
| 3Y | +156.0% | +42.1% | +113.9% | +91.3% |
| 5Y | +209.5% | +52.2% | +157.3% | +120.0% |
| 10Y | +1,199.8% | +210.9% | +988.8% | +475.2% |
| All | +4,415.7% | +1,156.4% | +3,259.4% | +1,168.4% |
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