+72.4%
UBER vs WTW
+99.3%
-26.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.3% | -1.3% |
| 7D | -5.4% | -5.7% | +0.3% | -2.3% |
| 30D | -4.9% | -7.3% | +2.4% | -0.9% |
| 3M | +3.0% | +21.5% | -18.4% | -7.6% |
| 6M | -4.4% | +9.6% | -14.0% | -10.2% |
| YTD | -12.3% | -3.3% | -9.0% | -12.5% |
| 1Y | -24.3% | -6.1% | -18.2% | -23.4% |
| 3Y | +46.4% | +61.8% | -15.4% | -0.6% |
| 5Y | +79.7% | +42.7% | +37.0% | +32.2% |
| All | +72.4% | +99.3% | -26.9% | -13.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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