+41.3%
WWD vs URA
+20.2%
+21.1%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +3.1% | -5.1% | -2.8% |
| 7D | +0.8% | +8.1% | -7.3% | -1.3% |
| 30D | -6.4% | +5.8% | -12.2% | -7.9% |
| 3M | -5.6% | +3.4% | -9.1% | -6.8% |
| 6M | -9.1% | -2.6% | -6.5% | -9.6% |
| YTD | +12.5% | +11.2% | +1.4% | +9.0% |
| 1Y | +41.3% | +19.8% | +21.5% | +39.9% |
| All | +41.3% | +20.2% | +21.1% | +39.9% |
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