+42.2%
UBER vs WMB
+110.9%
-68.7%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +3.7% | +0.1% | +3.6% |
| 7D | +6.7% | -6.7% | +13.3% | +6.9% |
| 30D | -0.5% | -8.6% | +8.1% | -0.2% |
| 3M | -5.1% | -4.9% | -0.2% | -5.4% |
| 6M | -5.7% | -6.3% | +0.6% | -6.0% |
| YTD | -12.9% | +13.0% | -25.9% | -16.8% |
| 1Y | -22.6% | +14.9% | -37.6% | -26.4% |
| 3Y | +42.2% | +113.4% | -71.2% | +43.2% |
| All | +42.2% | +110.9% | -68.7% | +43.2% |
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