+75.9%
UBER vs WU
-40.4%
+116.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.5% | -1.0% | -2.7% |
| 7D | -2.8% | -0.8% | -2.0% | -2.5% |
| 30D | -2.5% | -1.1% | -1.4% | -2.2% |
| 3M | +4.4% | -1.8% | +6.2% | +3.7% |
| 6M | -2.7% | -23.9% | +21.3% | +4.6% |
| YTD | -10.5% | -20.4% | +9.9% | -5.4% |
| 1Y | -22.5% | -10.6% | -11.9% | -21.7% |
| 3Y | +54.8% | -27.7% | +82.5% | +64.5% |
| 5Y | +82.5% | -51.1% | +133.6% | +117.4% |
| All | +75.9% | -40.4% | +116.3% | +60.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling