+815.8%
WDC vs URI
+156.4%
+659.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | -0.1% |
| 7D | +16.3% | +9.3% | +7.0% | +11.3% |
| 30D | -18.3% | +7.6% | -25.9% | -20.4% |
| 3M | -31.4% | +1.0% | -32.5% | -31.4% |
| 6M | -36.3% | +19.8% | -56.1% | -41.1% |
| YTD | +80.8% | +41.9% | +39.0% | +49.9% |
| 1Y | +87.7% | +33.4% | +54.3% | +61.0% |
| All | +815.8% | +156.4% | +659.4% | +482.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling