+7,551.9%
URI vs WWD
+8,497.8%
-945.9%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.4% | -2.4% | -2.3% |
| 7D | -6.0% | +0.4% | -6.4% | -6.0% |
| 30D | +4.6% | -0.4% | +5.0% | +4.5% |
| 3M | -2.7% | -6.1% | +3.4% | +0.1% |
| 6M | +18.4% | -9.5% | +27.9% | +23.0% |
| YTD | +37.4% | +10.8% | +26.5% | +26.3% |
| 1Y | +30.4% | +23.5% | +6.8% | +12.0% |
| 3Y | +147.9% | +151.3% | -3.3% | +39.8% |
| 5Y | +202.1% | +187.8% | +14.2% | +56.6% |
| 10Y | +1,182.4% | +461.1% | +721.3% | +360.0% |
| All | +7,551.9% | +8,497.8% | -945.9% | +852.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling