+1,157.2%
URI vs WU
-41.4%
+1,198.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.5% | +3.0% | +1.7% |
| 7D | +2.5% | -0.8% | +3.4% | +2.8% |
| 30D | -12.5% | -1.1% | -11.4% | -12.3% |
| 3M | -6.2% | -1.8% | -4.4% | -8.1% |
| 6M | +25.9% | -23.9% | +49.8% | +39.6% |
| YTD | +26.2% | -20.4% | +46.6% | +36.1% |
| 1Y | +5.5% | -10.6% | +16.1% | +5.4% |
| 3Y | +125.0% | -27.7% | +152.7% | +144.9% |
| 5Y | +210.4% | -51.1% | +261.5% | +318.8% |
| 10Y | +1,157.2% | -40.7% | +1,197.9% | +1,432.6% |
| All | +1,157.2% | -41.4% | +1,198.6% | +1,432.6% |
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