+1,292.4%
WDC vs UBER
+72.8%
+1,219.6%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +2.1% | -6.5% | -5.2% |
| 7D | +4.4% | -4.5% | +8.9% | +6.0% |
| 30D | +5.3% | -7.6% | +12.9% | +7.9% |
| 3M | -5.9% | +5.8% | -11.7% | -10.0% |
| 6M | +73.2% | +0.3% | +73.0% | +68.9% |
| YTD | +167.8% | -11.2% | +179.0% | +173.1% |
| 1Y | +386.0% | -23.0% | +409.0% | +422.2% |
| 3Y | +1,309.7% | +53.6% | +1,256.1% | +1,030.9% |
| 5Y | +957.1% | +81.9% | +875.2% | +631.9% |
| All | +1,292.4% | +72.8% | +1,219.6% | +764.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling