+305.6%
WM vs URI
+1,179.9%
-874.3%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.6% | -2.8% | -1.5% |
| 7D | -0.3% | -2.0% | +1.7% | 0.0% |
| 30D | -2.4% | -12.9% | +10.6% | -0.5% |
| 3M | +0.4% | -6.7% | +7.2% | +1.1% |
| 6M | -9.5% | +19.0% | -28.5% | -12.5% |
| YTD | +0.5% | +25.5% | -25.0% | -3.8% |
| 1Y | -1.1% | +5.5% | -6.6% | -3.1% |
| 3Y | +46.0% | +111.3% | -65.3% | +25.2% |
| 5Y | +51.8% | +198.6% | -146.7% | +19.6% |
| All | +305.6% | +1,179.9% | -874.3% | +140.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling