+1,182.4%
URI vs WU
-35.7%
+1,218.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.2% | -3.2% | -2.6% |
| 7D | -6.0% | +11.0% | -17.0% | -11.0% |
| 30D | +4.6% | +13.4% | -8.8% | -2.1% |
| 3M | -2.7% | +2.2% | -4.9% | -4.8% |
| 6M | +18.4% | -18.2% | +36.6% | +26.3% |
| YTD | +37.4% | -18.3% | +55.6% | +45.1% |
| 1Y | +30.4% | -12.2% | +42.5% | +32.1% |
| 3Y | +147.9% | -20.8% | +168.7% | +155.7% |
| 5Y | +202.1% | -42.6% | +244.6% | +265.0% |
| 10Y | +1,182.4% | -35.5% | +1,217.9% | +1,317.4% |
| All | +1,182.4% | -35.7% | +1,218.1% | +1,317.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 10y: compounded portfolio wealth divided by compounded WU 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…
10y analysis · Full analysis span regression · 6 months rolling