+71.0%
UBER vs WMB
+311.6%
-240.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.9% | -1.9% | -2.4% |
| 7D | -7.0% | 0.0% | -7.0% | -7.1% |
| 30D | -8.9% | +4.6% | -13.5% | -11.4% |
| 3M | +1.0% | +5.7% | -4.8% | -2.8% |
| 6M | -3.7% | +4.2% | -7.9% | -7.4% |
| YTD | -13.0% | +26.8% | -39.9% | -25.0% |
| 1Y | -25.5% | +34.7% | -60.2% | -38.2% |
| 3Y | +50.5% | +146.8% | -96.3% | -14.8% |
| 5Y | +76.2% | +285.0% | -208.9% | -27.7% |
| All | +71.0% | +311.6% | -240.6% | -44.3% |
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