+71.2%
UBER vs WMB
+266.6%
-195.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +3.7% | +0.1% | +2.0% |
| 7D | +6.7% | -6.7% | +13.3% | +9.8% |
| 30D | -0.5% | -8.6% | +8.1% | +2.9% |
| 3M | -5.1% | -4.9% | -0.2% | -4.4% |
| 6M | -5.7% | -6.3% | +0.6% | -5.1% |
| YTD | -12.9% | +13.0% | -25.9% | -21.4% |
| 1Y | -22.6% | +14.9% | -37.6% | -30.9% |
| 3Y | +42.2% | +113.4% | -71.2% | -14.1% |
| 5Y | +56.4% | +190.2% | -133.8% | -24.6% |
| All | +71.2% | +266.6% | -195.4% | -41.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling