+46.4%
UBER vs WTW
+61.9%
-15.4%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.3% | -1.2% |
| 7D | -5.4% | -5.7% | +0.3% | -4.3% |
| 30D | -4.9% | -7.3% | +2.4% | -3.5% |
| 3M | +3.0% | +21.5% | -18.4% | +0.1% |
| 6M | -4.4% | +9.6% | -14.0% | -5.8% |
| YTD | -12.3% | -3.3% | -9.0% | -12.3% |
| 1Y | -24.3% | -6.1% | -18.2% | -23.9% |
| 3Y | +46.4% | +61.8% | -15.4% | +41.8% |
| All | +46.4% | +61.9% | -15.4% | +41.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling