+4.2%
WBD vs URA
+131.0%
-126.8%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.1% | -3.6% | -1.4% |
| 7D | -0.7% | +8.1% | -8.8% | -3.1% |
| 30D | +5.0% | +5.8% | -0.8% | +2.9% |
| 3M | +6.2% | +3.4% | +2.8% | +4.1% |
| 6M | +0.6% | -2.6% | +3.2% | -1.1% |
| YTD | -2.4% | +11.2% | -13.6% | -10.3% |
| 1Y | +127.7% | +19.8% | +107.9% | +97.5% |
| 3Y | +148.4% | +121.5% | +27.0% | +58.3% |
| 5Y | +4.2% | +134.5% | -130.2% | -36.8% |
| All | +4.2% | +131.0% | -126.8% | -36.8% |
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 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