-26.2%
UBER vs WEC
+9.7%
-35.9%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.3% | +2.6% | +5.2% |
| 7D | +7.0% | +6.9% | +0.2% | +8.1% |
| 30D | +0.6% | +16.6% | -16.0% | +3.4% |
| 3M | -2.9% | +9.1% | -12.0% | -1.6% |
| 6M | -5.5% | +3.2% | -8.7% | -4.5% |
| YTD | -14.5% | +14.9% | -29.4% | -13.7% |
| 1Y | -26.2% | +9.2% | -35.4% | -25.5% |
| All | -26.2% | +9.7% | -35.9% | -25.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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