+259.9%
WMB vs URI
+1,313.6%
-1,053.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +6.9% | -3.2% | +1.5% |
| 7D | -6.7% | -4.0% | -2.6% | -5.4% |
| 30D | -8.6% | +6.8% | -15.4% | -10.5% |
| 3M | -4.9% | -2.8% | -2.1% | -4.4% |
| 6M | -6.3% | +20.9% | -27.2% | -12.9% |
| YTD | +13.0% | +40.2% | -27.3% | -2.5% |
| 1Y | +14.9% | +34.1% | -19.2% | +0.6% |
| 3Y | +113.4% | +164.1% | -50.8% | +38.2% |
| 5Y | +190.2% | +199.3% | -9.2% | +70.3% |
| 10Y | +259.9% | +1,218.8% | -959.0% | -0.5% |
| All | +259.9% | +1,313.6% | -1,053.8% | -0.5% |
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