+100.5%
WMT vs URA
+121.0%
-20.5%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.1% | -4.1% | -1.1% |
| 7D | +0.1% | +8.1% | -8.0% | -0.1% |
| 30D | -5.0% | +5.8% | -10.7% | -5.1% |
| 3M | -11.3% | +3.4% | -14.7% | -11.3% |
| 6M | -13.8% | -2.6% | -11.2% | -13.9% |
| YTD | -4.2% | +11.2% | -15.4% | -5.5% |
| 1Y | +4.6% | +19.8% | -15.3% | +2.1% |
| 3Y | +100.5% | +121.5% | -21.0% | +79.6% |
| All | +100.5% | +121.0% | -20.5% | +79.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling