+1,309.1%
WDC vs URA
+369.2%
+939.8%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.3% | +2.4% | +1.7% |
| 7D | +7.5% | +5.7% | +1.7% | +4.4% |
| 30D | +10.1% | +5.6% | +4.5% | +6.5% |
| 3M | -6.8% | +6.2% | -13.0% | -9.2% |
| 6M | +84.1% | -8.2% | +92.4% | +92.3% |
| YTD | +180.3% | +9.7% | +170.6% | +170.4% |
| 1Y | +411.1% | +17.0% | +394.1% | +370.7% |
| 3Y | +1,375.0% | +118.5% | +1,256.5% | +863.2% |
| 5Y | +991.6% | +134.3% | +857.2% | +535.5% |
| 10Y | +1,309.1% | +377.5% | +931.6% | +382.7% |
| All | +1,309.1% | +369.2% | +939.8% | +382.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling