+6,893.4%
URI vs WY
+229.1%
+6,664.4%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +1.1% |
| 7D | -2.0% | -1.7% | -0.3% | -0.9% |
| 30D | -12.9% | -10.1% | -2.9% | -7.1% |
| 3M | -6.7% | -5.1% | -1.6% | -4.4% |
| 6M | +19.0% | -4.8% | +23.8% | +21.5% |
| YTD | +25.5% | -0.2% | +25.8% | +23.9% |
| 1Y | +5.5% | -6.6% | +12.2% | +8.1% |
| 3Y | +111.3% | -22.7% | +134.0% | +141.3% |
| 5Y | +198.6% | -22.2% | +220.8% | +240.3% |
| 10Y | +1,179.9% | +7.3% | +1,172.6% | +1,033.4% |
| All | +6,893.4% | +229.1% | +6,664.4% | +3,318.9% |
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