+72.4%
UBER vs WBD
-1.3%
+73.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.7% | -1.1% |
| 7D | -5.4% | -0.7% | -4.7% | -5.2% |
| 30D | -4.9% | +1.4% | -6.3% | -5.2% |
| 3M | +3.0% | +4.4% | -1.3% | +1.8% |
| 6M | -4.4% | +0.8% | -5.2% | -4.7% |
| YTD | -12.3% | -2.7% | -9.6% | -11.8% |
| 1Y | -24.3% | +73.4% | -97.7% | -35.6% |
| 3Y | +46.4% | +142.1% | -95.7% | +4.1% |
| 5Y | +79.7% | +7.2% | +72.4% | +56.7% |
| All | +72.4% | -1.3% | +73.7% | +14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 WBD 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