+417.4%
WDC vs UBER
-18.6%
+436.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.3% | +6.1% | +5.9% |
| 7D | +1.7% | -3.9% | +5.6% | +2.3% |
| 30D | -10.0% | +11.1% | -21.1% | -12.2% |
| 3M | -18.8% | +4.9% | -23.7% | -20.5% |
| 6M | +79.0% | -1.2% | +80.2% | +79.8% |
| YTD | +171.6% | -7.3% | +178.8% | +179.9% |
| 1Y | +417.4% | -17.6% | +435.0% | +471.5% |
| All | +417.4% | -18.6% | +436.0% | +471.5% |
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