+105.2%
BAC vs UBER
+68.3%
+36.9%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.2% |
| 7D | -1.9% | +1.2% | -3.0% | -2.1% |
| 30D | -7.2% | -1.1% | -6.0% | -6.9% |
| 3M | -20.4% | -10.0% | -10.4% | -18.6% |
| 6M | +1.3% | -7.2% | +8.5% | +2.3% |
| YTD | -6.4% | -13.5% | +7.1% | -4.3% |
| 1Y | -3.5% | -24.5% | +21.0% | +1.8% |
| 3Y | +96.7% | +37.0% | +59.7% | +74.6% |
| 5Y | +20.6% | +63.3% | -42.7% | -2.7% |
| All | +105.2% | +68.3% | +36.9% | +55.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling