-15.4%
WU vs URA
-29.3%
+13.9%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.6% | +3.0% | +1.4% |
| 7D | -2.0% | -1.5% | -0.5% | -2.0% |
| 30D | +11.4% | -10.4% | +21.8% | +11.7% |
| 3M | -6.8% | -29.6% | +22.8% | -5.8% |
| 6M | -14.6% | -40.3% | +25.6% | -13.3% |
| YTD | -20.6% | -25.5% | +4.8% | -20.4% |
| 1Y | -15.4% | -26.4% | +11.1% | -14.9% |
| All | -15.4% | -29.3% | +13.9% | -14.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling