+4,423.6%
URI vs WU
-19.6%
+4,443.2%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.0% | +2.6% | +2.2% |
| 7D | -2.0% | -0.8% | -1.2% | -1.6% |
| 30D | -12.9% | -1.1% | -11.8% | -12.7% |
| 3M | -6.7% | -3.9% | -2.9% | -7.7% |
| 6M | +19.0% | -20.7% | +39.7% | +30.7% |
| YTD | +25.5% | -18.4% | +43.9% | +34.9% |
| 1Y | +5.5% | -8.1% | +13.6% | +3.9% |
| 3Y | +111.3% | -24.2% | +135.5% | +125.1% |
| 5Y | +198.6% | -50.4% | +249.0% | +300.8% |
| 10Y | +1,179.9% | -40.0% | +1,220.0% | +1,385.1% |
| All | +4,423.6% | -19.6% | +4,443.2% | +3,925.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling