+61.4%
AMAT vs UBER
-24.0%
+85.4%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +4.9% | -8.2% | -3.0% |
| 7D | -11.2% | +7.0% | -18.2% | -10.9% |
| 30D | -31.9% | +0.6% | -32.4% | -31.7% |
| 3M | -32.3% | -2.9% | -29.4% | -32.5% |
| 6M | -5.4% | -5.5% | +0.1% | -5.6% |
| YTD | +44.3% | -14.5% | +58.7% | +47.9% |
| 1Y | +61.4% | -26.2% | +87.6% | +77.4% |
| All | +61.4% | -24.0% | +85.4% | +77.4% |
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