+68.5%
UBER vs WST
+251.2%
-182.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.4% | -1.5% |
| 7D | +5.2% | +1.4% | +3.8% | +4.8% |
| 30D | -2.0% | +12.7% | -14.8% | -5.0% |
| 3M | -10.2% | +17.2% | -27.4% | -13.9% |
| 6M | -7.2% | +26.7% | -33.8% | -12.8% |
| YTD | -14.3% | +50.3% | -64.6% | -23.4% |
| 1Y | -25.6% | +50.2% | -75.8% | -33.6% |
| 3Y | +35.8% | +21.7% | +14.1% | +18.7% |
| 5Y | +61.5% | +2.0% | +59.4% | +46.2% |
| All | +68.5% | +251.2% | -182.7% | -15.4% |
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