-24.1%
UBER vs WEC
+9.5%
-33.6%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.9% |
| 7D | +1.6% | +2.3% | -0.7% | +1.8% |
| 30D | +0.6% | +11.1% | -10.5% | +2.3% |
| 3M | -8.2% | +8.4% | -16.6% | -7.3% |
| 6M | -6.7% | +7.5% | -14.2% | -4.4% |
| YTD | -14.7% | +15.3% | -30.0% | -14.0% |
| 1Y | -24.1% | +9.7% | -33.8% | -22.7% |
| All | -24.1% | +9.5% | -33.6% | -22.7% |
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