+72.4%
UBER vs WFC
+135.6%
-63.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.2% | -1.7% |
| 7D | -5.4% | +0.4% | -5.8% | -5.6% |
| 30D | -4.9% | +1.5% | -6.4% | -5.6% |
| 3M | +3.0% | +10.2% | -7.2% | -1.9% |
| 6M | -4.4% | +18.8% | -23.2% | -12.6% |
| YTD | -12.3% | -1.5% | -10.8% | -12.8% |
| 1Y | -24.3% | +13.5% | -37.9% | -29.9% |
| 3Y | +46.4% | +135.0% | -88.5% | -7.1% |
| 5Y | +79.7% | +130.1% | -50.4% | +13.9% |
| All | +72.4% | +135.6% | -63.2% | +2.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WFC.
Daily Out/Under-Performance
Portfolio return minus WFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WFC 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 10y: compounded portfolio wealth divided by compounded WFC 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…
10y analysis · Full analysis span regression · 6 months rolling