+67.6%
UBER vs WST
+254.7%
-187.1%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.2% | -0.4% | +0.5% |
| 7D | +1.6% | +4.2% | -2.6% | +0.6% |
| 30D | +0.6% | +11.2% | -10.6% | -2.1% |
| 3M | -8.2% | +20.4% | -28.5% | -12.5% |
| 6M | -6.7% | +37.9% | -44.6% | -14.2% |
| YTD | -14.7% | +51.8% | -66.5% | -24.0% |
| 1Y | -24.1% | +56.6% | -80.7% | -33.0% |
| 3Y | +33.4% | +24.2% | +9.2% | +15.8% |
| 5Y | +54.5% | +0.7% | +53.8% | +40.6% |
| All | +67.6% | +254.7% | -187.1% | -16.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 10y: compounded portfolio wealth divided by compounded WST 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…
10y analysis · Full analysis span regression · 6 months rolling