+82.2%
UBER vs WMB
+306.1%
-223.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | -3.9% | +0.6% | -4.5% | -4.2% |
| 30D | +11.1% | +3.3% | +7.9% | +8.8% |
| 3M | +4.9% | +3.1% | +1.8% | +2.3% |
| 6M | -1.2% | -0.7% | -0.5% | -2.4% |
| YTD | -7.3% | +25.2% | -32.4% | -19.5% |
| 1Y | -17.6% | +32.9% | -50.5% | -31.1% |
| 3Y | +61.1% | +140.6% | -79.5% | -7.5% |
| 5Y | +87.9% | +273.5% | -185.6% | -21.5% |
| All | +82.2% | +306.1% | -223.9% | -40.2% |
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 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