+777.5%
AMAT vs UBER
+63.3%
+714.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.3% | +4.5% | +4.3% |
| 7D | -14.7% | +5.1% | -19.8% | -16.3% |
| 30D | -36.1% | +0.2% | -36.3% | -36.3% |
| 3M | -36.9% | -2.7% | -34.2% | -36.9% |
| 6M | -22.2% | -13.4% | -8.8% | -19.9% |
| YTD | +29.9% | -16.1% | +46.0% | +34.5% |
| 1Y | +43.3% | -25.5% | +68.8% | +54.9% |
| 3Y | +142.7% | +42.5% | +100.2% | +101.6% |
| 5Y | +126.2% | +45.3% | +80.9% | +74.4% |
| All | +777.5% | +63.3% | +714.2% | +507.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling