+280.9%
WMB vs URI
+1,246.1%
-965.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +4.2% | -2.0% | +0.8% |
| 7D | +1.6% | +2.6% | -1.0% | +0.7% |
| 30D | -7.1% | +9.1% | -16.2% | -9.7% |
| 3M | -4.0% | +1.0% | -5.0% | -4.6% |
| 6M | -5.7% | +23.3% | -29.1% | -12.9% |
| YTD | +17.2% | +43.3% | -26.1% | +0.3% |
| 1Y | +17.2% | +35.9% | -18.7% | +2.1% |
| 3Y | +121.1% | +158.6% | -37.6% | +44.5% |
| 5Y | +197.2% | +213.1% | -15.9% | +71.3% |
| 10Y | +280.9% | +1,213.1% | -932.1% | +4.3% |
| All | +280.9% | +1,246.1% | -965.2% | +4.3% |
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 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