+793.1%
WDC vs UBER
+65.9%
+727.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.8% | -5.8% | -5.3% |
| 7D | +12.1% | +1.6% | +10.5% | +11.5% |
| 30D | -18.8% | +0.6% | -19.4% | -19.1% |
| 3M | -39.3% | -8.2% | -31.2% | -37.8% |
| 6M | -40.1% | -6.7% | -33.4% | -40.1% |
| YTD | +71.8% | -14.7% | +86.5% | +77.4% |
| 1Y | +88.5% | -24.1% | +112.5% | +103.2% |
| 3Y | +770.0% | +33.4% | +736.6% | +636.0% |
| 5Y | +549.0% | +54.5% | +494.6% | +383.4% |
| All | +793.1% | +65.9% | +727.2% | +461.3% |
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