+796.9%
WMB vs URA
-31.1%
+828.0%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.1% |
| 7D | +0.6% | +1.1% | -0.5% | +0.1% |
| 30D | +3.3% | +7.4% | -4.1% | +0.2% |
| 3M | +3.1% | -8.4% | +11.5% | +4.8% |
| 6M | -0.7% | -12.7% | +12.0% | +0.9% |
| YTD | +25.2% | +7.8% | +17.4% | +16.0% |
| 1Y | +32.9% | +19.5% | +13.4% | +15.8% |
| 3Y | +140.6% | +116.4% | +24.1% | +56.2% |
| 5Y | +273.5% | +134.3% | +139.2% | +115.8% |
| 10Y | +334.2% | +359.3% | -25.0% | +61.7% |
| All | +796.9% | -31.1% | +828.0% | +523.2% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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