+7,712.8%
URI vs WY
+202.1%
+7,510.7%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +0.7% | +6.2% | +6.4% |
| 7D | -4.0% | -0.8% | -3.3% | -3.9% |
| 30D | +6.8% | +10.6% | -3.8% | -0.5% |
| 3M | -2.8% | -16.6% | +13.8% | +7.7% |
| 6M | +20.9% | -8.6% | +29.5% | +25.3% |
| YTD | +40.2% | -8.4% | +48.7% | +44.6% |
| 1Y | +34.1% | -5.1% | +39.2% | +34.8% |
| 3Y | +164.1% | -21.9% | +186.1% | +196.0% |
| 5Y | +199.3% | -31.3% | +230.6% | +266.2% |
| 10Y | +1,218.8% | +3.6% | +1,215.2% | +1,083.1% |
| All | +7,712.8% | +202.1% | +7,510.7% | +3,889.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling