+53.2%
UBER vs WWD
+183.1%
-129.9%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.0% | -0.2% | -1.5% |
| 7D | +0.5% | +8.2% | -7.7% | -2.4% |
| 30D | -3.1% | -0.2% | -2.9% | -3.3% |
| 3M | -8.3% | -8.4% | +0.1% | -5.8% |
| 6M | -9.5% | -9.5% | 0.0% | -8.0% |
| YTD | -15.4% | +10.1% | -25.5% | -22.6% |
| 1Y | -26.1% | +21.6% | -47.7% | -36.0% |
| 3Y | +34.0% | +149.6% | -115.6% | -24.4% |
| 5Y | +53.2% | +191.3% | -138.1% | -20.9% |
| All | +53.2% | +183.1% | -129.9% | -20.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling