+1,051.0%
WM vs URI
+7,950.8%
-6,899.8%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.4% | +6.0% | +2.3% |
| 7D | +5.9% | -4.3% | +10.3% | +6.6% |
| 30D | +15.4% | +4.6% | +10.8% | +14.5% |
| 3M | +6.3% | -2.1% | +8.5% | +6.5% |
| 6M | +5.6% | +21.9% | -16.3% | +2.0% |
| YTD | +9.9% | +39.7% | -29.8% | +3.4% |
| 1Y | +20.8% | +32.9% | -12.0% | +14.4% |
| 3Y | +48.5% | +155.8% | -107.3% | +24.9% |
| 5Y | +60.6% | +202.4% | -141.9% | +29.0% |
| 10Y | +349.8% | +1,517.7% | -1,168.0% | +165.0% |
| All | +1,051.0% | +7,950.8% | -6,899.8% | +269.3% |
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 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