+528.7%
WDC vs URA
+33.4%
+495.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +4.4% | -5.8% | -3.8% |
| 7D | -28.0% | -4.1% | -23.8% | -26.0% |
| 30D | -34.9% | -19.0% | -15.9% | -26.8% |
| 3M | -41.6% | -25.1% | -16.4% | -32.2% |
| 6M | -45.4% | -44.5% | -0.9% | -25.8% |
| YTD | +53.3% | -24.3% | +77.6% | +81.0% |
| 1Y | +61.5% | -28.1% | +89.7% | +95.1% |
| 3Y | +712.3% | +40.7% | +671.7% | +584.2% |
| All | +528.7% | +33.4% | +495.3% | +431.0% |
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