+247.2%
AMAT vs UBER
+87.1%
+160.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.3% | +4.6% | +4.4% |
| 7D | -1.5% | -3.9% | +2.4% | -0.1% |
| 30D | -14.8% | +11.1% | -25.9% | -18.5% |
| 3M | -9.3% | +4.9% | -14.2% | -12.4% |
| 6M | +27.4% | -1.2% | +28.6% | +25.2% |
| YTD | +77.6% | -7.3% | +84.8% | +78.5% |
| 1Y | +188.9% | -17.6% | +206.6% | +203.3% |
| 3Y | +202.3% | +61.1% | +141.2% | +137.9% |
| All | +247.2% | +87.1% | +160.1% | +137.4% |
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 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