+27.3%
BAC vs UBER
-24.8%
+52.1%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.8% | +3.3% | +0.8% |
| 7D | +0.6% | -7.0% | +7.6% | +1.5% |
| 30D | -1.4% | -8.9% | +7.5% | -0.3% |
| 3M | +15.7% | +1.0% | +14.8% | +15.1% |
| 6M | +32.2% | -3.7% | +35.9% | +32.3% |
| YTD | +15.8% | -13.0% | +28.8% | +17.6% |
| 1Y | +27.3% | -25.5% | +52.8% | +32.1% |
| All | +27.3% | -24.8% | +52.1% | +32.1% |
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