+166.6%
AMZN vs UBER
+72.8%
+93.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.1% | -2.3% | -0.8% |
| 7D | -2.7% | -4.5% | +1.8% | -1.5% |
| 30D | -7.5% | -7.6% | +0.1% | -5.5% |
| 3M | +5.8% | +5.8% | +0.1% | +3.9% |
| 6M | +17.5% | +0.3% | +17.2% | +16.6% |
| YTD | +9.1% | -11.2% | +20.3% | +11.6% |
| 1Y | +9.4% | -23.0% | +32.3% | +15.9% |
| 3Y | +82.2% | +53.6% | +28.6% | +56.8% |
| 5Y | +45.2% | +81.9% | -36.7% | +13.4% |
| All | +166.6% | +72.8% | +93.8% | +108.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling