+71.0%
UBER vs W
-30.8%
+101.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.2% | -3.0% | -2.8% |
| 7D | -7.0% | +5.9% | -12.9% | -8.3% |
| 30D | -8.9% | -3.0% | -5.9% | -8.3% |
| 3M | +1.0% | +40.3% | -39.3% | -8.5% |
| 6M | -3.7% | +32.2% | -36.0% | -12.5% |
| YTD | -13.0% | -0.3% | -12.7% | -16.1% |
| 1Y | -25.5% | +16.2% | -41.7% | -31.9% |
| 3Y | +50.5% | +40.7% | +9.7% | +17.7% |
| 5Y | +76.2% | -62.3% | +138.5% | +62.4% |
| All | +71.0% | -30.8% | +101.8% | +12.3% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 10y: compounded portfolio wealth divided by compounded W 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…
10y analysis · Full analysis span regression · 6 months rolling