+72.4%
UBER vs WY
+14.8%
+57.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.5% | -1.4% |
| 7D | -5.4% | -4.2% | -1.2% | -3.5% |
| 30D | -4.9% | -10.1% | +5.2% | -0.1% |
| 3M | +3.0% | -8.5% | +11.5% | +7.0% |
| 6M | -4.4% | -3.3% | -1.1% | -3.7% |
| YTD | -12.3% | -4.4% | -7.9% | -12.0% |
| 1Y | -24.3% | -11.5% | -12.8% | -21.5% |
| 3Y | +46.4% | -24.3% | +70.8% | +60.7% |
| 5Y | +79.7% | -21.3% | +101.0% | +93.5% |
| All | +72.4% | +14.8% | +57.7% | +48.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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