+35.3%
UBER vs WFC
+125.8%
-90.5%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +1.2% | -1.3% | +2.4% | +1.6% |
| 30D | -1.1% | +3.6% | -4.7% | -2.4% |
| 3M | -10.0% | -1.3% | -8.7% | -9.8% |
| 6M | -7.2% | +18.0% | -25.2% | -13.2% |
| YTD | -13.5% | -5.9% | -7.6% | -12.3% |
| 1Y | -24.5% | +1.8% | -26.3% | -25.8% |
| All | +35.3% | +125.8% | -90.5% | +3.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling