+7,128.3%
URI vs WWD
+7,796.1%
-667.7%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -6.0% | -1.1% | -3.9% |
| 7D | -12.9% | -2.6% | -10.4% | -11.7% |
| 30D | -3.4% | -7.7% | +4.3% | +0.5% |
| 3M | -10.0% | -17.7% | +7.7% | -0.7% |
| 6M | +12.2% | -15.9% | +28.1% | +21.2% |
| YTD | +29.8% | +1.8% | +28.0% | +24.9% |
| 1Y | +24.6% | +17.4% | +7.2% | +10.0% |
| 3Y | +137.6% | +137.1% | +0.5% | +38.1% |
| 5Y | +176.6% | +162.4% | +14.2% | +50.6% |
| 10Y | +1,402.6% | +452.5% | +950.1% | +446.4% |
| All | +7,128.3% | +7,796.1% | -667.7% | +841.7% |
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