+53.2%
UBER vs WING
-2.2%
+55.3%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.5% | +2.3% | -1.0% |
| 7D | +0.5% | -3.9% | +4.4% | +1.5% |
| 30D | -3.1% | +26.6% | -29.7% | -9.3% |
| 3M | -8.3% | +42.5% | -50.8% | -17.6% |
| 6M | -9.5% | +29.4% | -38.9% | -17.7% |
| YTD | -15.4% | -32.8% | +17.4% | -9.7% |
| 1Y | -26.1% | -33.5% | +7.3% | -21.4% |
| 3Y | +34.0% | -23.4% | +57.4% | +15.5% |
| 5Y | +53.2% | -0.4% | +53.6% | +13.8% |
| All | +53.2% | -2.2% | +55.3% | +13.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling