+2,126.4%
WDC vs URA
-31.1%
+2,157.5%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -14.7% |
| 6M | +79.0% | -12.7% | +91.7% | +91.4% |
| YTD | +171.6% | +7.8% | +163.8% | +165.0% |
| 1Y | +417.4% | +19.5% | +397.9% | +375.2% |
| 3Y | +1,251.8% | +116.4% | +1,135.4% | +811.9% |
| 5Y | +911.7% | +134.3% | +777.4% | +514.9% |
| 10Y | +1,399.6% | +359.3% | +1,040.4% | +515.6% |
| All | +2,126.4% | -31.1% | +2,157.5% | +1,517.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling