+72.4%
UBER vs WEC
+73.6%
-1.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -5.4% | -0.6% | -4.8% | -5.4% |
| 30D | -4.9% | -2.6% | -2.3% | -4.9% |
| 3M | +3.0% | -6.0% | +9.1% | +3.1% |
| 6M | -4.4% | -5.4% | +1.0% | -4.4% |
| YTD | -12.3% | +2.5% | -14.8% | -12.3% |
| 1Y | -24.3% | -0.7% | -23.6% | -24.3% |
| 3Y | +46.4% | +38.7% | +7.7% | +46.5% |
| 5Y | +79.7% | +31.7% | +48.0% | +80.2% |
| All | +72.4% | +73.6% | -1.2% | +53.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling