+35.8%
UBER vs W
+164.5%
-128.7%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.7% | +2.1% | -0.9% |
| 7D | +5.2% | +1.1% | +4.1% | +4.9% |
| 30D | -2.0% | +6.4% | -8.5% | -3.2% |
| 3M | -10.2% | +9.0% | -19.2% | -11.8% |
| 6M | -7.2% | +69.8% | -77.0% | -16.5% |
| YTD | -14.3% | +12.1% | -26.3% | -18.1% |
| 1Y | -25.6% | 0.0% | -25.6% | -27.8% |
| 3Y | +35.8% | +160.3% | -124.5% | +8.3% |
| All | +35.8% | +164.5% | -128.7% | +8.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling