+281.4%
WMB vs URI
+1,173.3%
-892.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.3% | +0.8% | -0.1% |
| 7D | +7.8% | +6.7% | +1.1% | +5.5% |
| 30D | -5.1% | +8.9% | -14.0% | -7.8% |
| 3M | -4.7% | +0.5% | -5.3% | -5.2% |
| 6M | -7.4% | +20.7% | -28.1% | -13.9% |
| YTD | +17.5% | +40.0% | -22.6% | +1.3% |
| 1Y | +19.5% | +34.4% | -14.9% | +4.4% |
| 3Y | +121.3% | +149.5% | -28.2% | +46.4% |
| 5Y | +200.5% | +205.6% | -5.0% | +74.6% |
| All | +281.4% | +1,173.3% | -892.0% | +6.7% |
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