+337.5%
AMD vs UBER
+87.1%
+250.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.3% | +5.0% | +4.8% |
| 7D | +2.6% | -3.9% | +6.5% | +4.5% |
| 30D | -0.9% | +11.1% | -12.0% | -6.7% |
| 3M | -8.7% | +4.9% | -13.6% | -12.7% |
| 6M | +136.3% | -1.2% | +137.5% | +132.0% |
| YTD | +123.0% | -7.3% | +130.3% | +125.8% |
| 1Y | +195.2% | -17.6% | +212.8% | +218.3% |
| 3Y | +336.3% | +61.1% | +275.3% | +224.1% |
| All | +337.5% | +87.1% | +250.4% | +172.3% |
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