+4,628.3%
URI vs WU
-20.2%
+4,648.5%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.0% | +3.1% | +2.3% |
| 7D | -9.8% | +11.7% | -21.5% | -16.0% |
| 30D | +1.7% | +12.6% | -10.9% | -5.9% |
| 3M | -9.1% | -0.5% | -8.6% | -10.2% |
| 6M | +9.9% | -18.2% | +28.0% | +17.9% |
| YTD | +31.2% | -19.0% | +50.2% | +40.0% |
| 1Y | +25.9% | -16.7% | +42.6% | +31.7% |
| 3Y | +147.4% | -21.0% | +168.4% | +155.7% |
| 5Y | +179.7% | -41.7% | +221.4% | +234.2% |
| 10Y | +1,419.5% | -35.0% | +1,454.5% | +1,552.9% |
| All | +4,628.3% | -20.2% | +4,648.5% | +4,076.0% |
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