+76.2%
UBER vs WEC
+30.7%
+45.5%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.8% | -2.0% | -2.8% |
| 7D | -7.0% | +0.4% | -7.4% | -7.0% |
| 30D | -8.9% | +0.9% | -9.8% | -8.9% |
| 3M | +1.0% | -5.3% | +6.3% | +1.2% |
| 6M | -3.7% | -6.6% | +2.8% | -3.5% |
| YTD | -13.0% | +3.3% | -16.3% | -13.3% |
| 1Y | -25.5% | +2.1% | -27.6% | -25.7% |
| 3Y | +50.5% | +39.6% | +10.9% | +48.0% |
| 5Y | +76.2% | +31.2% | +45.0% | +78.4% |
| All | +76.2% | +30.7% | +45.5% | +78.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling