-24.3%
UBER vs WWD
+41.6%
-65.9%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.4% | -2.6% | -1.3% |
| 7D | -5.4% | -2.6% | -2.8% | -5.2% |
| 30D | -4.9% | -6.9% | +2.0% | -4.4% |
| 3M | +3.0% | -13.0% | +16.1% | +3.6% |
| 6M | -4.4% | -12.5% | +8.0% | -4.5% |
| YTD | -12.3% | +11.8% | -24.1% | -14.8% |
| 1Y | -24.3% | +41.1% | -65.4% | -30.6% |
| All | -24.3% | +41.6% | -65.9% | -30.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling