+228.0%
WAB vs URA
+131.0%
+97.1%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.1% | -2.6% | -0.2% |
| 7D | +1.7% | +8.1% | -6.4% | -0.2% |
| 30D | -2.4% | +5.8% | -8.2% | -3.9% |
| 3M | +9.7% | +3.4% | +6.2% | +8.2% |
| 6M | +16.5% | -2.6% | +19.1% | +16.0% |
| YTD | +33.7% | +11.2% | +22.6% | +27.5% |
| 1Y | +49.7% | +19.8% | +29.8% | +38.2% |
| 3Y | +170.9% | +121.5% | +49.5% | +103.9% |
| 5Y | +228.0% | +134.5% | +93.6% | +133.5% |
| All | +228.0% | +131.0% | +97.1% | +133.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling