+45.2%
UBER vs WPM
+273.6%
-228.3%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.1% | -3.9% | -2.9% |
| 7D | -7.0% | +3.9% | -10.9% | -7.4% |
| 30D | -8.9% | +17.7% | -26.6% | -10.5% |
| 3M | +1.0% | +39.4% | -38.4% | -2.4% |
| 6M | -3.7% | +6.4% | -10.2% | -5.2% |
| YTD | -13.0% | +34.0% | -47.0% | -16.9% |
| 1Y | -25.5% | +50.5% | -76.0% | -30.0% |
| All | +45.2% | +273.6% | -228.3% | +22.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling