-27.7%
WU vs URA
+121.0%
-148.7%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +3.1% | -5.6% | -2.7% |
| 7D | -0.8% | +8.1% | -9.0% | -1.4% |
| 30D | -1.1% | +5.8% | -6.9% | -1.6% |
| 3M | -1.8% | +3.4% | -5.3% | -2.2% |
| 6M | -23.9% | -2.6% | -21.3% | -23.9% |
| YTD | -20.4% | +11.2% | -31.6% | -21.8% |
| 1Y | -10.6% | +19.8% | -30.4% | -12.8% |
| 3Y | -27.7% | +121.5% | -149.2% | -37.8% |
| All | -27.7% | +121.0% | -148.7% | -37.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling