+153.8%
BAC vs UBER
+69.2%
+84.6%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.8% | +3.3% | +1.1% |
| 7D | +0.6% | -7.0% | +7.6% | +2.3% |
| 30D | -1.4% | -8.9% | +7.5% | +0.7% |
| 3M | +15.7% | +1.0% | +14.8% | +14.7% |
| 6M | +32.2% | -3.7% | +35.9% | +32.1% |
| YTD | +15.8% | -13.0% | +28.8% | +18.3% |
| 1Y | +27.3% | -25.5% | +52.8% | +34.5% |
| 3Y | +137.5% | +50.5% | +87.0% | +105.6% |
| 5Y | +73.1% | +76.2% | -3.1% | +36.3% |
| All | +153.8% | +69.2% | +84.6% | +92.3% |
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