+567.0%
WDC vs URI
+203.0%
+364.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -1.3% | -3.7% | -4.3% |
| 7D | +12.1% | +6.7% | +5.4% | +8.5% |
| 30D | -18.8% | +8.9% | -27.7% | -21.6% |
| 3M | -39.3% | +0.5% | -39.8% | -39.1% |
| 6M | -40.1% | +20.7% | -60.8% | -45.3% |
| YTD | +71.8% | +40.0% | +31.8% | +41.0% |
| 1Y | +88.5% | +34.4% | +54.1% | +58.4% |
| 3Y | +770.0% | +149.5% | +620.5% | +396.3% |
| All | +567.0% | +203.0% | +364.0% | +201.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling