-1.6%
AVGO vs UBER
-24.0%
+22.4%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.1% | -3.1% | -1.2% |
| 7D | +1.0% | -4.5% | +5.5% | +1.5% |
| 30D | -13.3% | -7.6% | -5.7% | -12.6% |
| 3M | -2.9% | +5.8% | -8.6% | -5.0% |
| 6M | +5.7% | +0.3% | +5.4% | +4.3% |
| YTD | +4.6% | -11.2% | +15.8% | +6.1% |
| 1Y | -1.6% | -23.0% | +21.3% | +3.5% |
| All | -1.6% | -24.0% | +22.4% | +3.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling