+391.7%
APP vs UBER
+26.5%
+365.1%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.3% | +2.5% | +2.4% |
| 7D | +0.9% | -3.9% | +4.8% | +3.4% |
| 30D | -23.3% | +11.1% | -34.4% | -28.8% |
| 3M | -42.6% | +4.9% | -47.6% | -45.3% |
| 6M | -33.6% | -1.2% | -32.4% | -34.6% |
| YTD | -52.4% | -7.3% | -45.1% | -51.1% |
| 1Y | -35.9% | -17.6% | -18.2% | -29.7% |
| 3Y | +642.2% | +61.1% | +581.2% | +395.2% |
| 5Y | +311.1% | +87.9% | +223.2% | +123.8% |
| All | +391.7% | +26.5% | +365.1% | +177.0% |
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 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