+34.4%
URI vs WY
-3.6%
+38.0%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.7% | -3.0% | -1.8% |
| 7D | +6.7% | -0.8% | +7.5% | +7.0% |
| 30D | +8.9% | +10.1% | -1.2% | +5.0% |
| 3M | +0.5% | -15.4% | +15.9% | +6.9% |
| 6M | +20.7% | -8.3% | +29.0% | +23.4% |
| YTD | +40.0% | -9.8% | +49.9% | +42.8% |
| 1Y | +34.4% | -3.9% | +38.3% | +33.2% |
| All | +34.4% | -3.6% | +38.0% | +33.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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