-24.1%
UBER vs WU
-15.0%
-9.1%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.5% | +0.6% |
| 7D | +1.6% | -2.0% | +3.6% | +2.0% |
| 30D | +0.6% | +11.4% | -10.8% | -1.8% |
| 3M | -8.2% | -6.8% | -1.3% | -7.3% |
| 6M | -6.7% | -14.6% | +7.9% | -4.9% |
| YTD | -14.7% | -20.6% | +5.9% | -11.7% |
| 1Y | -24.1% | -15.4% | -8.7% | -23.4% |
| All | -24.1% | -15.0% | -9.1% | -23.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling