+48.3%
UBER vs WBD
+147.2%
-98.9%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.0% | +1.0% | +1.9% |
| 7D | -4.5% | -0.6% | -3.9% | -4.4% |
| 30D | -7.6% | +4.2% | -11.8% | -8.1% |
| 3M | +5.8% | +7.5% | -1.8% | +4.7% |
| 6M | +0.3% | +1.6% | -1.3% | 0.0% |
| YTD | -11.2% | -2.2% | -9.0% | -11.0% |
| 1Y | -23.0% | +124.9% | -147.9% | -31.7% |
| All | +48.3% | +147.2% | -98.9% | +23.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling