+84.2%
WAT vs URA
+37.6%
+46.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.8% | +2.0% | -1.5% |
| 7D | +2.0% | +4.5% | -2.4% | +1.6% |
| 30D | +7.7% | -13.4% | +21.1% | +9.1% |
| 3M | +11.1% | -28.4% | +39.5% | +14.2% |
| 6M | +31.2% | -40.5% | +71.7% | +36.5% |
| YTD | +21.7% | -24.3% | +46.0% | +23.5% |
| 1Y | +19.3% | -28.8% | +48.1% | +21.6% |
| All | +84.2% | +37.6% | +46.5% | +70.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling