+66.3%
UBER vs WEC
+93.6%
-27.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.2% | -2.2% |
| 7D | +0.5% | -0.7% | +1.2% | +0.5% |
| 30D | -3.1% | +11.0% | -14.1% | -3.0% |
| 3M | -8.3% | +8.6% | -16.9% | -8.3% |
| 6M | -9.5% | +6.2% | -15.6% | -9.4% |
| YTD | -15.4% | +14.3% | -29.7% | -15.4% |
| 1Y | -26.1% | +8.4% | -34.5% | -26.1% |
| 3Y | +34.0% | +62.9% | -28.9% | +34.1% |
| 5Y | +53.2% | +55.8% | -2.6% | +53.9% |
| All | +66.3% | +93.6% | -27.3% | +47.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling