+67.6%
UBER vs WFC
+125.9%
-58.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.5% | +0.7% |
| 7D | +1.6% | +2.5% | -0.9% | +0.5% |
| 30D | +0.6% | +7.0% | -6.4% | -2.4% |
| 3M | -8.2% | -1.8% | -6.4% | -7.6% |
| 6M | -6.7% | +18.4% | -25.1% | -14.3% |
| YTD | -14.7% | -5.6% | -9.1% | -13.6% |
| 1Y | -24.1% | +3.9% | -27.9% | -26.6% |
| 3Y | +33.4% | +126.3% | -92.9% | -13.8% |
| 5Y | +54.5% | +91.1% | -36.7% | +6.7% |
| All | +67.6% | +125.9% | -58.3% | +1.0% |
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