+23.6%
WMT vs URI
+30.2%
-6.6%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.1% | +2.0% | 0.0% |
| 7D | +0.6% | -6.0% | +6.5% | +0.8% |
| 30D | +12.8% | +4.6% | +8.2% | +12.4% |
| 3M | +11.7% | -2.7% | +14.4% | +11.6% |
| 6M | -3.5% | +18.4% | -21.9% | -4.6% |
| YTD | +13.4% | +37.4% | -23.9% | +12.6% |
| 1Y | +23.6% | +30.4% | -6.7% | +21.4% |
| All | +23.6% | +30.2% | -6.6% | +21.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling