+143.3%
AAPL vs UBER
+54.5%
+88.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | +0.2% |
| 7D | +4.1% | +1.6% | +2.5% | +3.8% |
| 30D | +4.0% | +0.6% | +3.4% | +3.8% |
| 3M | +16.8% | -8.2% | +25.0% | +18.8% |
| 6M | +19.4% | -6.7% | +26.1% | +20.5% |
| YTD | +31.5% | -14.7% | +46.2% | +34.7% |
| 1Y | +31.0% | -24.1% | +55.0% | +37.6% |
| 3Y | +95.3% | +33.4% | +61.9% | +73.6% |
| All | +143.3% | +54.5% | +88.9% | +91.6% |
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 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