+378.5%
APP vs UBER
+22.1%
+356.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.5% | +0.8% | -0.5% |
| 7D | +0.1% | -2.8% | +2.9% | +1.9% |
| 30D | -10.0% | -2.5% | -7.5% | -8.8% |
| 3M | -44.6% | +4.4% | -49.0% | -47.0% |
| 6M | -37.9% | -2.7% | -35.2% | -38.2% |
| YTD | -53.7% | -10.5% | -43.2% | -51.3% |
| 1Y | -43.0% | -22.5% | -20.5% | -35.2% |
| 3Y | +640.8% | +54.8% | +586.0% | +406.7% |
| 5Y | +358.8% | +82.5% | +276.3% | +154.3% |
| All | +378.5% | +22.1% | +356.4% | +175.5% |
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 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