+34.1%
UBER vs WEC
+62.1%
-28.0%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.5% | -1.6% |
| 7D | +5.2% | +1.4% | +3.8% | +5.2% |
| 30D | -2.0% | +12.8% | -14.8% | -1.3% |
| 3M | -10.2% | +11.2% | -21.4% | -9.7% |
| 6M | -7.2% | +6.6% | -13.8% | -6.5% |
| YTD | -14.3% | +13.8% | -28.1% | -13.8% |
| 1Y | -25.6% | +7.6% | -33.2% | -25.1% |
| All | +34.1% | +62.1% | -28.0% | +36.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling