-51.2%
WU vs URA
+132.7%
-183.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.5% | -0.7% |
| 7D | -4.9% | +5.7% | -10.7% | -5.6% |
| 30D | -1.3% | +5.6% | -6.9% | -2.0% |
| 3M | -3.6% | +6.2% | -9.8% | -4.5% |
| 6M | -24.3% | -8.2% | -16.1% | -24.0% |
| YTD | -21.1% | +9.7% | -30.8% | -23.1% |
| 1Y | -10.3% | +17.0% | -27.3% | -13.9% |
| 3Y | -28.4% | +118.5% | -146.8% | -39.3% |
| 5Y | -51.2% | +134.3% | -185.5% | -60.4% |
| All | -51.2% | +132.7% | -183.9% | -60.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling