+567.0%
WDC vs UBER
+54.5%
+512.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.8% | -5.8% | -5.3% |
| 7D | +12.1% | +1.6% | +10.5% | +11.6% |
| 30D | -18.8% | +0.6% | -19.4% | -19.1% |
| 3M | -39.3% | -8.2% | -31.2% | -38.0% |
| 6M | -40.1% | -6.7% | -33.4% | -40.1% |
| YTD | +71.8% | -14.7% | +86.5% | +77.0% |
| 1Y | +88.5% | -24.1% | +112.5% | +102.1% |
| 3Y | +770.0% | +33.4% | +736.6% | +656.0% |
| All | +567.0% | +54.5% | +512.5% | +393.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling