-25.5%
UBER vs W
+15.1%
-40.6%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.2% | -3.0% | -2.8% |
| 7D | -7.0% | +5.9% | -12.9% | -7.8% |
| 30D | -8.9% | -3.0% | -5.9% | -8.5% |
| 3M | +1.0% | +40.3% | -39.3% | -4.9% |
| 6M | -3.7% | +32.2% | -36.0% | -9.1% |
| YTD | -13.0% | -0.3% | -12.7% | -15.3% |
| 1Y | -25.5% | +16.2% | -41.7% | -28.8% |
| All | -25.5% | +15.1% | -40.6% | -28.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling