-23.0%
UBER vs WEC
+0.7%
-23.6%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.8% | +2.8% | +1.9% |
| 7D | -4.5% | -1.3% | -3.2% | -4.7% |
| 30D | -7.6% | -0.4% | -7.2% | -7.7% |
| 3M | +5.8% | -6.8% | +12.5% | +5.0% |
| 6M | +0.3% | -6.4% | +6.7% | +0.2% |
| YTD | -11.2% | +2.5% | -13.7% | -11.5% |
| 1Y | -23.0% | -0.4% | -22.6% | -23.8% |
| All | -23.0% | +0.7% | -23.6% | -23.8% |
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