+54.8%
UBER vs WMB
+148.7%
-93.9%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.3% | -5.7% | -3.7% |
| 7D | -2.8% | +0.8% | -3.6% | -2.9% |
| 30D | -2.5% | +7.7% | -10.2% | -3.4% |
| 3M | +4.4% | +6.7% | -2.3% | +3.3% |
| 6M | -2.7% | +3.6% | -6.3% | -3.4% |
| YTD | -10.5% | +28.0% | -38.5% | -15.3% |
| 1Y | -22.5% | +37.6% | -60.1% | -28.0% |
| 3Y | +54.8% | +149.0% | -94.2% | +36.7% |
| All | +54.8% | +148.7% | -93.9% | +36.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling