+99.2%
WMT vs UBER
+52.0%
+47.2%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.1% | -2.2% | -0.2% |
| 7D | -2.5% | -4.5% | +2.0% | -2.3% |
| 30D | -6.4% | -7.6% | +1.2% | -6.1% |
| 3M | -12.1% | +5.8% | -17.9% | -12.4% |
| 6M | -15.0% | +0.3% | -15.2% | -15.1% |
| YTD | -4.5% | -11.2% | +6.7% | -4.1% |
| 1Y | +6.2% | -23.0% | +29.2% | +7.5% |
| All | +99.2% | +52.0% | +47.2% | +88.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling