+136.4%
BAC vs UBER
+57.8%
+78.6%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.5% | +3.0% | +0.2% |
| 7D | +1.2% | -2.8% | +4.0% | +1.7% |
| 30D | -0.7% | -2.5% | +1.8% | -0.4% |
| 3M | +16.9% | +4.4% | +12.5% | +15.3% |
| 6M | +29.6% | -2.7% | +32.3% | +29.4% |
| YTD | +15.3% | -10.5% | +25.8% | +16.9% |
| 1Y | +28.8% | -22.5% | +51.3% | +34.3% |
| 3Y | +136.4% | +54.8% | +81.6% | +107.0% |
| All | +136.4% | +57.8% | +78.6% | +107.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling