+71.0%
UBER vs WST
+186.8%
-115.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.2% | -2.6% | -2.7% |
| 7D | -7.0% | -1.7% | -5.4% | -6.6% |
| 30D | -8.9% | -4.3% | -4.6% | -7.9% |
| 3M | +1.0% | +0.7% | +0.2% | +0.8% |
| 6M | -3.7% | +36.0% | -39.8% | -11.5% |
| YTD | -13.0% | +22.7% | -35.8% | -18.1% |
| 1Y | -25.5% | +34.1% | -59.6% | -31.9% |
| 3Y | +50.5% | -13.6% | +64.0% | +46.9% |
| 5Y | +76.2% | -26.0% | +102.1% | +74.8% |
| All | +71.0% | +186.8% | -115.9% | -9.5% |
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