-17.6%
UBER vs WPM
+53.7%
-71.4%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.8% | -0.2% |
| 7D | -3.9% | +1.1% | -5.0% | -4.0% |
| 30D | +11.1% | +26.4% | -15.2% | +8.8% |
| 3M | +4.9% | +20.8% | -15.9% | +3.0% |
| 6M | -1.2% | +1.1% | -2.3% | -3.2% |
| YTD | -7.3% | +32.5% | -39.7% | -12.0% |
| 1Y | -17.6% | +51.5% | -69.2% | -25.1% |
| All | -17.6% | +53.7% | -71.4% | -25.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 1y: compounded portfolio wealth divided by compounded WPM 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…
1y analysis · Full analysis span regression · 6 months rolling