+1,218.8%
URI vs WWD
+494.7%
+724.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +4.9% | +2.0% | +3.8% |
| 7D | -4.0% | +4.2% | -8.2% | -6.4% |
| 30D | +6.8% | -0.8% | +7.6% | +6.9% |
| 3M | -2.8% | -8.2% | +5.4% | +1.9% |
| 6M | +20.9% | -9.8% | +30.7% | +26.5% |
| YTD | +40.2% | +10.4% | +29.8% | +26.2% |
| 1Y | +34.1% | +25.5% | +8.6% | +9.5% |
| 3Y | +164.1% | +155.8% | +8.3% | +25.0% |
| 5Y | +199.3% | +187.3% | +12.0% | +27.3% |
| 10Y | +1,218.8% | +462.7% | +756.1% | +232.3% |
| All | +1,218.8% | +494.7% | +724.1% | +232.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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