+10.8%
WBD vs URI
+1,157.2%
-1,146.4%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -1.0% | -0.7% |
| 7D | -0.7% | +2.5% | -3.2% | -1.7% |
| 30D | +5.0% | -12.5% | +17.6% | +10.2% |
| 3M | +6.2% | -6.2% | +12.4% | +7.9% |
| 6M | +0.6% | +25.9% | -25.3% | -10.7% |
| YTD | -2.4% | +26.2% | -28.6% | -14.5% |
| 1Y | +127.7% | +5.5% | +122.2% | +113.4% |
| 3Y | +148.4% | +125.0% | +23.4% | +66.4% |
| 5Y | +4.2% | +210.4% | -206.2% | -39.6% |
| 10Y | +10.8% | +1,157.2% | -1,146.4% | -61.4% |
| All | +10.8% | +1,157.2% | -1,146.4% | -61.4% |
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