+198.5%
WMB vs URI
+194.6%
+4.0%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.1% | +3.6% | +1.9% |
| 7D | -6.9% | -6.0% | -0.9% | -5.8% |
| 30D | -7.2% | +4.6% | -11.8% | -8.0% |
| 3M | -5.4% | -2.7% | -2.7% | -5.1% |
| 6M | -4.9% | +18.4% | -23.2% | -8.4% |
| YTD | +14.7% | +37.4% | -22.7% | +5.6% |
| 1Y | +14.7% | +30.4% | -15.6% | +6.8% |
| 3Y | +116.4% | +147.9% | -31.5% | +67.3% |
| 5Y | +198.5% | +202.1% | -3.5% | +119.2% |
| All | +198.5% | +194.6% | +4.0% | +119.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling