+4,974.7%
WDC vs URI
+7,134.6%
-2,159.9%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +1.6% | +4.3% | +5.3% |
| 7D | +1.7% | -2.0% | +3.7% | +2.4% |
| 30D | -10.0% | -12.9% | +3.0% | -5.4% |
| 3M | -18.8% | -6.7% | -12.0% | -16.6% |
| 6M | +79.0% | +19.0% | +60.0% | +67.1% |
| YTD | +171.6% | +25.5% | +146.0% | +146.6% |
| 1Y | +417.4% | +5.5% | +411.8% | +398.6% |
| 3Y | +1,251.8% | +111.3% | +1,140.5% | +905.3% |
| 5Y | +911.7% | +198.6% | +713.1% | +558.7% |
| 10Y | +1,399.6% | +1,179.9% | +219.7% | +478.4% |
| All | +4,974.7% | +7,134.6% | -2,159.9% | +461.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling