+210.4%
URI vs WY
-21.5%
+231.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.4% | +2.0% | +1.5% |
| 7D | +2.5% | -2.1% | +4.6% | +4.0% |
| 30D | -12.5% | -10.5% | -2.1% | -5.8% |
| 3M | -6.2% | -4.9% | -1.3% | -3.9% |
| 6M | +25.9% | -4.9% | +30.8% | +28.7% |
| YTD | +26.2% | -1.7% | +27.9% | +25.2% |
| 1Y | +5.5% | -9.4% | +14.9% | +10.7% |
| 3Y | +125.0% | -22.3% | +147.3% | +160.0% |
| 5Y | +210.4% | -20.5% | +231.0% | +265.1% |
| All | +210.4% | -21.5% | +231.9% | +265.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling