+1,218.8%
URI vs WU
-36.4%
+1,255.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | -0.3% | +7.2% | +7.0% |
| 7D | -4.0% | +9.1% | -13.1% | -8.4% |
| 30D | +6.8% | +12.1% | -5.3% | +0.5% |
| 3M | -2.8% | +0.3% | -3.1% | -4.1% |
| 6M | +20.9% | -19.1% | +40.0% | +29.7% |
| YTD | +40.2% | -19.2% | +59.5% | +49.0% |
| 1Y | +34.1% | -15.3% | +49.4% | +38.5% |
| 3Y | +164.1% | -21.3% | +185.5% | +173.2% |
| 5Y | +199.3% | -41.7% | +241.0% | +256.2% |
| 10Y | +1,218.8% | -36.0% | +1,254.8% | +1,366.9% |
| All | +1,218.8% | -36.4% | +1,255.3% | +1,366.9% |
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