+280.5%
WAB vs URA
+289.1%
-8.6%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +2.5% | +4.5% | +6.3% |
| 7D | +4.0% | +0.3% | +3.7% | +4.0% |
| 30D | +6.3% | -14.8% | +21.1% | +11.5% |
| 3M | +3.3% | -25.3% | +28.6% | +12.2% |
| 6M | +14.5% | -39.9% | +54.4% | +31.8% |
| YTD | +42.7% | -22.4% | +65.1% | +49.0% |
| 1Y | +45.2% | -29.0% | +74.2% | +55.3% |
| 3Y | +173.8% | +41.0% | +132.8% | +120.1% |
| 5Y | +223.8% | +38.3% | +185.5% | +150.3% |
| 10Y | +280.5% | +276.1% | +4.4% | +87.8% |
| All | +280.5% | +289.1% | -8.6% | +87.8% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 10y: compounded portfolio wealth divided by compounded URA 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…
10y analysis · Full analysis span regression · 6 months rolling