+113.2%
WDC vs UBER
-24.0%
+137.2%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +4.9% | -11.7% | -6.9% |
| 7D | -18.3% | +7.0% | -25.4% | -18.5% |
| 30D | -26.7% | +0.6% | -27.2% | -26.5% |
| 3M | -40.9% | -2.9% | -38.0% | -40.7% |
| 6M | -26.8% | -5.5% | -21.3% | -26.7% |
| YTD | +88.2% | -14.5% | +102.7% | +96.4% |
| 1Y | +113.2% | -26.2% | +139.4% | +142.8% |
| All | +113.2% | -24.0% | +137.2% | +142.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UBER.
Daily Out/Under-Performance
Portfolio return minus UBER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UBER 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 UBER 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