+433.7%
WMT vs URI
+1,196.9%
-763.2%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.5% | -0.3% |
| 7D | -0.2% | +5.0% | -5.2% | -0.7% |
| 30D | -5.8% | -9.4% | +3.6% | -4.9% |
| 3M | -10.8% | -5.8% | -4.9% | -10.4% |
| 6M | -14.3% | +25.8% | -40.2% | -16.8% |
| YTD | -4.4% | +27.9% | -32.3% | -7.5% |
| 1Y | +4.3% | +9.7% | -5.4% | +2.4% |
| 3Y | +100.1% | +128.0% | -27.9% | +79.6% |
| 5Y | +130.8% | +212.4% | -81.6% | +97.6% |
| 10Y | +433.7% | +1,271.8% | -838.1% | +287.3% |
| All | +433.7% | +1,196.9% | -763.2% | +287.3% |
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