+245.1%
WMT vs UBER
+74.1%
+171.0%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.5% | +2.5% | -0.9% |
| 7D | +0.1% | -2.8% | +2.9% | +0.2% |
| 30D | -5.0% | -2.5% | -2.4% | -4.9% |
| 3M | -11.3% | +4.4% | -15.7% | -11.5% |
| 6M | -13.8% | -2.7% | -11.1% | -13.8% |
| YTD | -4.2% | -10.5% | +6.3% | -4.0% |
| 1Y | +4.6% | -22.5% | +27.1% | +5.4% |
| 3Y | +100.5% | +54.8% | +45.7% | +95.7% |
| 5Y | +129.7% | +82.5% | +47.2% | +120.2% |
| All | +245.1% | +74.1% | +171.0% | +251.0% |
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