+386.0%
WDC vs URA
+11.7%
+374.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -4.0% | -0.5% | -1.7% |
| 7D | +4.4% | -1.5% | +5.9% | +5.6% |
| 30D | +5.3% | -0.4% | +5.7% | +4.8% |
| 3M | -5.9% | +6.3% | -12.2% | -9.5% |
| 6M | +73.2% | -14.0% | +87.2% | +87.1% |
| YTD | +167.8% | +5.3% | +162.5% | +169.6% |
| 1Y | +386.0% | +11.7% | +374.3% | +371.7% |
| All | +386.0% | +11.7% | +374.3% | +371.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling