+1,051.0%
WWD vs URA
-31.1%
+1,082.1%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.3% | +0.8% |
| 7D | +1.3% | +1.1% | +0.2% | +0.8% |
| 30D | -7.2% | +7.4% | -14.6% | -10.0% |
| 3M | -3.8% | -8.4% | +4.6% | -1.6% |
| 6M | -9.9% | -12.7% | +2.8% | -6.9% |
| YTD | +14.8% | +7.8% | +7.0% | +8.1% |
| 1Y | +42.1% | +19.5% | +22.6% | +25.8% |
| 3Y | +170.8% | +116.4% | +54.4% | +77.6% |
| 5Y | +197.5% | +134.3% | +63.2% | +73.7% |
| 10Y | +477.8% | +359.3% | +118.6% | +120.6% |
| All | +1,051.0% | -31.1% | +1,082.1% | +853.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling