+81.9%
UBER vs WCN
+25.5%
+56.4%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.1% | +3.2% | +2.6% |
| 7D | -4.5% | -4.4% | -0.1% | -2.5% |
| 30D | -7.6% | -4.4% | -3.2% | -5.7% |
| 3M | +5.8% | +0.5% | +5.3% | +5.6% |
| 6M | +0.3% | -3.3% | +3.5% | +1.5% |
| YTD | -11.2% | -8.5% | -2.7% | -8.0% |
| 1Y | -23.0% | -8.9% | -14.1% | -20.3% |
| 3Y | +53.6% | +18.0% | +35.6% | +33.8% |
| 5Y | +81.9% | +25.0% | +56.9% | +45.4% |
| All | +81.9% | +25.5% | +56.4% | +45.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 5y: compounded portfolio wealth divided by compounded WCN 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…
5y analysis · Full analysis span regression · 6 months rolling