+71.0%
UBER vs WTW
+98.1%
-27.1%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.6% | +0.8% | -0.9% |
| 7D | -7.0% | -7.1% | +0.1% | -3.2% |
| 30D | -8.9% | -8.5% | -0.4% | -4.4% |
| 3M | +1.0% | +20.6% | -19.6% | -9.1% |
| 6M | -3.7% | +7.2% | -10.9% | -8.4% |
| YTD | -13.0% | -3.9% | -9.1% | -13.0% |
| 1Y | -25.5% | -3.6% | -21.9% | -25.9% |
| 3Y | +50.5% | +60.7% | -10.2% | +2.6% |
| 5Y | +76.2% | +42.2% | +34.0% | +29.8% |
| All | +71.0% | +98.1% | -27.1% | -14.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling