+954.9%
WWD vs URA
-51.6%
+1,006.5%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +4.4% | -1.0% | +1.7% |
| 7D | +4.2% | -4.1% | +8.3% | +5.9% |
| 30D | -2.1% | -19.0% | +16.9% | +6.0% |
| 3M | -13.2% | -25.1% | +12.0% | -3.6% |
| 6M | -16.9% | -44.5% | +27.6% | +2.6% |
| YTD | +5.2% | -24.3% | +29.5% | +13.1% |
| 1Y | +20.6% | -28.1% | +48.7% | +31.8% |
| 3Y | +146.3% | +40.7% | +105.7% | +91.5% |
| 5Y | +171.3% | +35.5% | +135.9% | +102.3% |
| 10Y | +471.3% | +281.2% | +190.2% | +130.2% |
| All | +954.9% | -51.6% | +1,006.5% | +897.8% |
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 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