+135.9%
WMT vs UBER
+78.0%
+57.9%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.2% | +2.6% | +1.4% |
| 7D | 0.0% | -5.4% | +5.4% | +0.3% |
| 30D | -7.4% | -4.9% | -2.5% | -7.2% |
| 3M | -10.9% | +3.0% | -13.9% | -11.1% |
| 6M | -12.7% | -4.4% | -8.3% | -12.6% |
| YTD | -3.2% | -12.3% | +9.1% | -2.8% |
| 1Y | +5.3% | -24.3% | +29.6% | +6.4% |
| 3Y | +101.9% | +46.4% | +55.4% | +96.4% |
| All | +135.9% | +78.0% | +57.9% | +121.4% |
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