+1,962.5%
BE vs UBER
+70.6%
+1,891.8%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -1.2% | +7.9% | +7.5% |
| 7D | +9.0% | -5.4% | +14.4% | +12.6% |
| 30D | +16.3% | -4.9% | +21.2% | +19.2% |
| 3M | +10.8% | +3.0% | +7.7% | +3.5% |
| 6M | +73.2% | -4.4% | +77.6% | +68.5% |
| YTD | +217.4% | -12.3% | +229.6% | +223.2% |
| 1Y | +309.8% | -24.3% | +334.1% | +364.9% |
| 3Y | +1,726.2% | +46.4% | +1,679.7% | +1,097.9% |
| 5Y | +1,306.2% | +79.7% | +1,226.5% | +615.3% |
| All | +1,962.5% | +70.6% | +1,891.8% | +607.7% |
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