+74.5%
UBER vs WING
+56.1%
+18.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.1% | +2.1% | +2.1% |
| 7D | -4.5% | +0.2% | -4.7% | -4.6% |
| 30D | -7.6% | -0.5% | -7.1% | -7.9% |
| 3M | +5.8% | -23.9% | +29.6% | +14.0% |
| 6M | +0.3% | -48.9% | +49.2% | +22.0% |
| YTD | -11.2% | -53.3% | +42.1% | +9.3% |
| 1Y | -23.0% | -60.3% | +37.3% | -1.4% |
| 3Y | +53.6% | -30.1% | +83.7% | +33.4% |
| 5Y | +81.9% | -36.2% | +118.1% | +50.1% |
| All | +74.5% | +56.1% | +18.4% | -37.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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