+76.2%
UBER vs WFC
+131.0%
-54.8%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.9% | -4.7% | -3.7% |
| 7D | -7.0% | +0.4% | -7.5% | -7.2% |
| 30D | -8.9% | +2.5% | -11.4% | -10.0% |
| 3M | +1.0% | +10.0% | -9.0% | -3.8% |
| 6M | -3.7% | +15.1% | -18.8% | -10.8% |
| YTD | -13.0% | -2.2% | -10.8% | -13.1% |
| 1Y | -25.5% | +13.5% | -39.0% | -31.1% |
| 3Y | +50.5% | +135.2% | -84.8% | -9.0% |
| 5Y | +76.2% | +128.3% | -52.2% | +14.5% |
| All | +76.2% | +131.0% | -54.8% | +14.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling