+29.9%
AAPL vs UBER
-24.0%
+53.9%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +4.9% | +0.4% | +4.9% |
| 7D | +1.7% | +7.0% | -5.4% | +1.1% |
| 30D | +5.0% | +0.6% | +4.4% | +4.8% |
| 3M | +13.1% | -2.9% | +16.0% | +13.2% |
| 6M | +26.5% | -5.5% | +32.0% | +26.6% |
| YTD | +28.9% | -14.5% | +43.4% | +28.6% |
| 1Y | +29.9% | -26.2% | +56.1% | +30.4% |
| All | +29.9% | -24.0% | +53.9% | +30.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling