-24.3%
UBER vs WBD
+122.7%
-147.0%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.7% | -1.1% |
| 7D | -5.4% | -0.7% | -4.7% | -5.3% |
| 30D | -4.9% | +1.4% | -6.3% | -5.1% |
| 3M | +3.0% | +4.4% | -1.3% | +2.4% |
| 6M | -4.4% | +0.8% | -5.2% | -4.6% |
| YTD | -12.3% | -2.7% | -9.6% | -12.2% |
| 1Y | -24.3% | +73.4% | -97.7% | -30.5% |
| All | -24.3% | +122.7% | -147.0% | -30.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling