+928.6%
WDC vs URA
+128.0%
+800.6%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.8% | +5.1% | +5.5% |
| 7D | +1.7% | +1.1% | +0.7% | +1.1% |
| 30D | -10.0% | +7.4% | -17.4% | -13.6% |
| 3M | -18.8% | -8.4% | -10.4% | -15.0% |
| 6M | +79.0% | -12.7% | +91.7% | +90.4% |
| YTD | +171.6% | +7.8% | +163.8% | +166.4% |
| 1Y | +417.4% | +19.5% | +397.9% | +380.4% |
| 3Y | +1,251.8% | +116.4% | +1,135.4% | +853.9% |
| All | +928.6% | +128.0% | +800.6% | +595.1% |
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