+152.7%
URI vs WU
-24.1%
+176.8%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -0.8% |
| 7D | +9.3% | -5.3% | +14.6% | +10.3% |
| 30D | +7.6% | +9.0% | -1.4% | +5.4% |
| 3M | +1.0% | -3.6% | +4.6% | +1.3% |
| 6M | +19.8% | -19.4% | +39.2% | +24.2% |
| YTD | +41.9% | -21.7% | +63.6% | +47.5% |
| 1Y | +33.4% | -16.1% | +49.5% | +35.4% |
| All | +152.7% | -24.1% | +176.8% | +164.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling