+298.1%
APP vs UBER
+54.5%
+243.6%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.8% | +3.1% | +3.4% |
| 7D | +4.6% | +1.6% | +3.0% | +3.6% |
| 30D | +56.0% | +0.6% | +55.5% | +55.5% |
| 3M | +30.8% | -8.2% | +39.0% | +38.0% |
| 6M | -9.8% | -6.7% | -3.1% | -7.5% |
| YTD | -39.3% | -14.7% | -24.6% | -34.1% |
| 1Y | -26.4% | -24.1% | -2.4% | -14.4% |
| 3Y | +887.9% | +33.4% | +854.5% | +636.1% |
| All | +298.1% | +54.5% | +243.6% | +118.0% |
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