+67.6%
UBER vs WU
-40.5%
+108.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.5% | +0.4% |
| 7D | +1.6% | -2.0% | +3.6% | +2.2% |
| 30D | +0.6% | +11.4% | -10.8% | -2.8% |
| 3M | -8.2% | -6.8% | -1.3% | -6.5% |
| 6M | -6.7% | -14.6% | +7.9% | -3.4% |
| YTD | -14.7% | -20.6% | +5.9% | -10.1% |
| 1Y | -24.1% | -15.4% | -8.7% | -21.7% |
| 3Y | +33.4% | -23.6% | +57.0% | +38.8% |
| 5Y | +54.5% | -43.4% | +97.8% | +75.7% |
| All | +67.6% | -40.5% | +108.2% | +52.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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