+71.2%
UBER vs WM
+154.8%
-83.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.1% | +3.6% | +3.7% |
| 7D | +6.7% | -0.5% | +7.1% | +6.9% |
| 30D | -0.5% | +13.3% | -13.8% | -5.0% |
| 3M | -5.1% | +4.4% | -9.5% | -6.7% |
| 6M | -5.7% | +10.8% | -16.5% | -9.4% |
| YTD | -12.9% | +9.1% | -22.0% | -16.4% |
| 1Y | -22.6% | +19.1% | -41.8% | -28.4% |
| 3Y | +42.2% | +45.7% | -3.5% | +17.4% |
| 5Y | +56.4% | +60.4% | -4.1% | +21.3% |
| All | +71.2% | +154.8% | -83.6% | -6.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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