+67.6%
UBER vs WMB
+281.2%
-213.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +1.1% |
| 7D | +1.6% | +7.8% | -6.2% | -2.0% |
| 30D | +0.6% | -5.1% | +5.7% | +2.2% |
| 3M | -8.2% | -4.7% | -3.4% | -7.4% |
| 6M | -6.7% | -7.4% | +0.7% | -5.4% |
| YTD | -14.7% | +17.5% | -32.2% | -24.5% |
| 1Y | -24.1% | +19.5% | -43.5% | -33.4% |
| 3Y | +33.4% | +121.3% | -87.9% | -20.8% |
| 5Y | +54.5% | +200.5% | -146.1% | -26.7% |
| All | +67.6% | +281.2% | -213.5% | -43.9% |
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