+9.7%
AMZN vs UBER
-18.6%
+28.3%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.1% |
| 7D | -3.0% | -3.9% | +0.9% | -1.9% |
| 30D | -5.2% | +11.1% | -16.3% | -7.8% |
| 3M | +1.9% | +4.9% | -3.1% | +0.3% |
| 6M | +19.2% | -1.2% | +20.4% | +18.9% |
| YTD | +12.0% | -7.3% | +19.3% | +13.4% |
| 1Y | +9.7% | -17.6% | +27.3% | +14.4% |
| All | +9.7% | -18.6% | +28.3% | +14.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling