+25.9%
URI vs WWD
+21.1%
+4.9%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.4% | -2.3% | 0.0% |
| 7D | -9.8% | +4.2% | -13.9% | -10.8% |
| 30D | +1.7% | -2.1% | +3.9% | +2.3% |
| 3M | -9.1% | -13.2% | +4.1% | -5.0% |
| 6M | +9.9% | -16.9% | +26.7% | +15.9% |
| YTD | +31.2% | +5.2% | +26.0% | +29.3% |
| 1Y | +25.9% | +20.6% | +5.3% | +22.2% |
| All | +25.9% | +21.1% | +4.9% | +22.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling