+82.2%
UBER vs WEC
+74.6%
+7.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | -0.3% |
| 7D | -3.9% | -0.3% | -3.6% | -3.9% |
| 30D | +11.1% | -1.3% | +12.4% | +11.1% |
| 3M | +4.9% | -3.9% | +8.8% | +4.9% |
| 6M | -1.2% | -8.3% | +7.2% | -1.1% |
| YTD | -7.3% | +3.1% | -10.3% | -7.3% |
| 1Y | -17.6% | +1.9% | -19.6% | -17.7% |
| 3Y | +61.1% | +41.9% | +19.1% | +61.1% |
| 5Y | +87.9% | +30.8% | +57.1% | +88.4% |
| All | +82.2% | +74.6% | +7.7% | +62.0% |
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