+147.1%
AMAT vs UBER
+54.5%
+92.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.8% | -3.6% | -3.0% |
| 7D | +11.4% | +1.6% | +9.8% | +10.8% |
| 30D | -17.0% | +0.6% | -17.6% | -17.3% |
| 3M | -30.6% | -8.2% | -22.5% | -28.9% |
| 6M | -14.9% | -6.7% | -8.2% | -14.7% |
| YTD | +44.7% | -14.7% | +59.4% | +49.5% |
| 1Y | +66.9% | -24.1% | +91.0% | +80.5% |
| 3Y | +153.3% | +33.4% | +119.9% | +112.2% |
| All | +147.1% | +54.5% | +92.6% | +74.1% |
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