+73.1%
BAC vs UBER
+78.0%
-5.0%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.4% |
| 7D | 0.0% | -5.4% | +5.4% | +1.1% |
| 30D | -2.8% | -4.9% | +2.1% | -1.9% |
| 3M | +14.2% | +3.0% | +11.2% | +12.9% |
| 6M | +30.5% | -4.4% | +34.9% | +30.7% |
| YTD | +15.8% | -12.3% | +28.1% | +17.8% |
| 1Y | +26.2% | -24.3% | +50.5% | +31.9% |
| 3Y | +136.5% | +46.4% | +90.1% | +111.0% |
| All | +73.1% | +78.0% | -5.0% | +41.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling