+412.6%
WDC vs URI
+5.1%
+407.4%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.5% | +1.6% | +1.9% |
| 7D | +6.0% | +2.5% | +3.5% | +5.0% |
| 30D | +9.9% | -12.5% | +22.5% | +15.9% |
| 3M | -9.4% | -6.2% | -3.2% | -6.6% |
| 6M | +94.7% | +25.9% | +68.9% | +80.9% |
| YTD | +177.4% | +26.2% | +151.2% | +153.7% |
| 1Y | +412.6% | +5.5% | +407.1% | +369.2% |
| All | +412.6% | +5.1% | +407.4% | +369.2% |
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