+66.6%
WDC vs URI
+32.9%
+33.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +6.9% | +3.0% | +6.3% |
| 7D | -14.4% | -4.0% | -10.4% | -12.4% |
| 30D | -27.1% | +6.8% | -33.9% | -28.5% |
| 3M | -33.3% | -2.8% | -30.4% | -32.0% |
| 6M | -39.6% | +20.9% | -60.5% | -42.9% |
| YTD | +68.4% | +40.2% | +28.1% | +38.4% |
| All | +66.6% | +32.9% | +33.7% | +40.1% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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