+67.6%
UBER vs WWD
+216.9%
-149.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +1.1% |
| 7D | +1.6% | +4.0% | -2.4% | -0.2% |
| 30D | +0.6% | +0.4% | +0.2% | -0.1% |
| 3M | -8.2% | -7.9% | -0.2% | -5.4% |
| 6M | -6.7% | -10.6% | +3.9% | -4.2% |
| YTD | -14.7% | +9.4% | -24.1% | -22.4% |
| 1Y | -24.1% | +25.7% | -49.8% | -36.2% |
| 3Y | +33.4% | +148.5% | -115.1% | -25.4% |
| 5Y | +54.5% | +189.5% | -135.1% | -22.3% |
| All | +67.6% | +216.9% | -149.3% | -27.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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