+82.5%
UBER vs WST
-25.8%
+108.3%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.7% | -2.8% | -3.3% |
| 7D | -2.8% | -0.3% | -2.5% | -2.7% |
| 30D | -2.5% | -4.6% | +2.1% | -1.5% |
| 3M | +4.4% | +5.7% | -1.3% | +3.1% |
| 6M | -2.7% | +37.6% | -40.2% | -9.6% |
| YTD | -10.5% | +23.0% | -33.5% | -15.0% |
| 1Y | -22.5% | +33.8% | -56.3% | -28.2% |
| 3Y | +54.8% | -13.4% | +68.2% | +53.1% |
| 5Y | +82.5% | -27.0% | +109.5% | +76.3% |
| All | +82.5% | -25.8% | +108.3% | +76.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling