+991.6%
WDC vs UBER
+77.3%
+914.3%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.8% | +3.8% | +1.9% |
| 7D | +7.5% | -7.0% | +14.5% | +9.9% |
| 30D | +10.1% | -8.9% | +19.0% | +13.0% |
| 3M | -6.8% | +1.0% | -7.8% | -8.9% |
| 6M | +84.1% | -3.7% | +87.9% | +82.6% |
| YTD | +180.3% | -13.0% | +193.3% | +187.5% |
| 1Y | +411.1% | -25.5% | +436.6% | +452.3% |
| 3Y | +1,375.0% | +50.5% | +1,324.5% | +1,139.8% |
| 5Y | +991.6% | +76.2% | +915.4% | +720.8% |
| All | +991.6% | +77.3% | +914.3% | +720.8% |
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 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