+197.8%
WWD vs URA
+128.0%
+69.8%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.3% | +0.9% |
| 7D | +1.3% | +1.1% | +0.2% | +1.0% |
| 30D | -7.2% | +7.4% | -14.6% | -9.1% |
| 3M | -3.8% | -8.4% | +4.6% | -2.1% |
| 6M | -9.9% | -12.7% | +2.8% | -7.6% |
| YTD | +14.8% | +7.8% | +7.0% | +10.5% |
| 1Y | +42.1% | +19.5% | +22.6% | +31.2% |
| 3Y | +170.8% | +116.4% | +54.4% | +103.7% |
| All | +197.8% | +128.0% | +69.8% | +112.8% |
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 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