+129.7%
WMT vs URI
+206.8%
-77.2%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.5% | -1.5% | -1.1% |
| 7D | +0.1% | +2.5% | -2.4% | -0.1% |
| 30D | -5.0% | -12.5% | +7.6% | -3.7% |
| 3M | -11.3% | -6.2% | -5.1% | -10.9% |
| 6M | -13.8% | +25.9% | -39.7% | -16.4% |
| YTD | -4.2% | +26.2% | -30.4% | -7.4% |
| 1Y | +4.6% | +5.5% | -0.9% | +3.1% |
| 3Y | +100.5% | +125.0% | -24.5% | +77.7% |
| 5Y | +129.7% | +210.4% | -80.7% | +90.6% |
| All | +129.7% | +206.8% | -77.2% | +90.6% |
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