+1,311.7%
WDC vs UBER
+80.4%
+1,231.3%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.3% | +6.1% | +6.0% |
| 7D | +1.7% | -3.9% | +5.6% | +3.2% |
| 30D | -10.0% | +11.1% | -21.1% | -14.1% |
| 3M | -18.8% | +4.9% | -23.7% | -21.7% |
| 6M | +79.0% | -1.2% | +80.2% | +75.8% |
| YTD | +171.6% | -7.3% | +178.8% | +172.9% |
| 1Y | +417.4% | -17.6% | +435.0% | +442.6% |
| 3Y | +1,251.8% | +61.1% | +1,190.7% | +966.8% |
| 5Y | +911.7% | +87.9% | +823.8% | +593.6% |
| All | +1,311.7% | +80.4% | +1,231.3% | +763.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling