-40.1%
WDC vs UBER
-7.8%
-32.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.8% | -5.8% | -4.7% |
| 7D | +12.1% | +1.6% | +10.5% | +12.6% |
| 30D | -18.8% | +0.6% | -19.4% | -18.2% |
| 3M | -39.3% | -8.2% | -31.2% | -40.9% |
| 6M | -40.1% | -6.7% | -33.4% | -40.2% |
| All | -40.1% | -7.8% | -32.3% | -40.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling