+470.8%
WPM vs URA
-31.1%
+501.9%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.8% | -1.8% | -1.4% |
| 7D | +1.1% | +1.1% | 0.0% | +0.7% |
| 30D | +26.4% | +7.4% | +19.0% | +22.8% |
| 3M | +20.8% | -8.4% | +29.2% | +25.5% |
| 6M | +1.1% | -12.7% | +13.8% | +7.0% |
| YTD | +32.5% | +7.8% | +24.7% | +28.9% |
| 1Y | +51.5% | +19.5% | +32.1% | +40.1% |
| 3Y | +267.0% | +116.4% | +150.6% | +156.5% |
| 5Y | +250.1% | +134.3% | +115.8% | +121.0% |
| 10Y | +540.4% | +359.3% | +181.1% | +168.0% |
| All | +470.8% | -31.1% | +501.9% | +493.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling