+182.2%
AMZN vs UBER
+65.9%
+116.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.5% |
| 7D | +2.8% | +1.6% | +1.2% | +2.4% |
| 30D | +5.0% | +0.6% | +4.4% | +4.7% |
| 3M | +0.6% | -8.2% | +8.7% | +2.8% |
| 6M | -1.3% | -6.7% | +5.4% | 0.0% |
| YTD | +15.5% | -14.7% | +30.2% | +19.3% |
| 1Y | +12.2% | -24.1% | +36.3% | +19.4% |
| 3Y | +87.0% | +33.4% | +53.6% | +67.0% |
| 5Y | +51.3% | +54.5% | -3.2% | +21.7% |
| All | +182.2% | +65.9% | +116.3% | +122.7% |
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