+63.3%
WM vs URI
+178.2%
-114.9%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -7.1% | +8.3% | +1.8% |
| 7D | +4.5% | -12.9% | +17.4% | +5.8% |
| 30D | +16.1% | -3.4% | +19.5% | +16.3% |
| 3M | +8.0% | -10.0% | +18.1% | +8.9% |
| 6M | +8.4% | +12.2% | -3.8% | +6.7% |
| YTD | +11.2% | +29.8% | -18.5% | +7.5% |
| 1Y | +22.3% | +24.6% | -2.3% | +18.6% |
| 3Y | +50.2% | +137.6% | -87.3% | +32.5% |
| 5Y | +63.3% | +176.6% | -113.3% | +40.2% |
| All | +63.3% | +178.2% | -114.9% | +40.2% |
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