+68.5%
UBER vs WMB
+272.2%
-203.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.5% | -3.1% | -2.3% |
| 7D | +5.2% | -6.9% | +12.1% | +8.4% |
| 30D | -2.0% | -7.2% | +5.1% | +0.6% |
| 3M | -10.2% | -5.4% | -4.8% | -9.3% |
| 6M | -7.2% | -4.9% | -2.3% | -7.2% |
| YTD | -14.3% | +14.7% | -29.0% | -23.2% |
| 1Y | -25.6% | +14.7% | -40.3% | -33.4% |
| 3Y | +35.8% | +116.4% | -80.6% | -18.5% |
| 5Y | +61.5% | +198.5% | -137.1% | -23.4% |
| All | +68.5% | +272.2% | -203.7% | -43.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 WMB 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