+18.9%
WBD vs URI
+1,153.3%
-1,134.4%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +36.5% | +27.7% | +8.8% | +23.6% |
| 7D | +36.5% | +27.7% | +8.8% | +23.6% |
| 30D | +36.5% | +27.7% | +8.8% | +23.6% |
| 3M | +36.5% | +27.7% | +8.8% | +23.6% |
| 6M | +36.5% | +27.7% | +8.8% | +23.6% |
| YTD | +36.5% | +27.7% | +8.8% | +23.6% |
| 1Y | +63.0% | +10.4% | +52.6% | +56.4% |
| 3Y | +206.7% | +162.3% | +44.4% | +99.6% |
| 5Y | +18.4% | +216.1% | -197.7% | -30.1% |
| All | +18.9% | +1,153.3% | -1,134.4% | -60.9% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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