+882.5%
AMAT vs UBER
+66.8%
+815.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.6% | +2.1% | +1.1% |
| 7D | -2.5% | +5.2% | -7.6% | -4.1% |
| 30D | -26.5% | -2.0% | -24.5% | -26.1% |
| 3M | -28.6% | -10.2% | -18.3% | -26.3% |
| 6M | -14.2% | -7.2% | -7.1% | -13.8% |
| YTD | +45.5% | -14.3% | +59.7% | +49.7% |
| 1Y | +59.3% | -25.6% | +84.9% | +72.6% |
| 3Y | +153.1% | +35.8% | +117.3% | +114.2% |
| 5Y | +158.2% | +61.5% | +96.7% | +92.1% |
| All | +882.5% | +66.8% | +815.7% | +575.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling