+76.2%
UBER vs WU
-51.4%
+127.6%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.9% | -1.9% | -2.6% |
| 7D | -7.0% | -4.9% | -2.1% | -5.6% |
| 30D | -8.9% | -1.3% | -7.6% | -8.6% |
| 3M | +1.0% | -3.6% | +4.6% | +0.8% |
| 6M | -3.7% | -24.3% | +20.6% | +3.5% |
| YTD | -13.0% | -21.1% | +8.1% | -7.9% |
| 1Y | -25.5% | -10.3% | -15.2% | -25.0% |
| 3Y | +50.5% | -28.4% | +78.8% | +60.1% |
| 5Y | +76.2% | -51.2% | +127.4% | +102.1% |
| All | +76.2% | -51.4% | +127.6% | +102.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling