+528.8%
APP vs UBER
+18.9%
+510.0%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +3.8% | +1.0% | +2.5% |
| 7D | +79.2% | +6.7% | +72.5% | +72.0% |
| 30D | +48.0% | -0.5% | +48.5% | +48.4% |
| 3M | +18.2% | -5.1% | +23.4% | +21.8% |
| 6M | -12.5% | -5.7% | -6.8% | -10.9% |
| YTD | -39.2% | -12.9% | -26.3% | -35.0% |
| 1Y | -33.9% | -22.6% | -11.2% | -24.1% |
| 3Y | +933.3% | +42.2% | +891.1% | +652.7% |
| 5Y | +295.9% | +56.4% | +239.5% | +136.7% |
| All | +528.8% | +18.9% | +510.0% | +268.2% |
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