+209.5%
URI vs WWD
+183.1%
+26.5%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.0% | +1.0% | 0.0% |
| 7D | +9.3% | +8.2% | +1.2% | +5.1% |
| 30D | +7.6% | -0.2% | +7.8% | +7.4% |
| 3M | +1.0% | -8.4% | +9.5% | +5.3% |
| 6M | +19.8% | -9.5% | +29.4% | +24.4% |
| YTD | +41.9% | +10.1% | +31.8% | +30.5% |
| 1Y | +33.4% | +21.6% | +11.8% | +15.1% |
| 3Y | +156.0% | +149.6% | +6.4% | +34.8% |
| 5Y | +209.5% | +191.3% | +18.2% | +42.5% |
| All | +209.5% | +183.1% | +26.5% | +42.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling