+1,683.3%
BE vs UBER
+48.9%
+1,634.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.8% | -0.1% | -1.9% |
| 7D | +23.9% | -7.0% | +31.0% | +27.0% |
| 30D | +27.8% | -8.9% | +36.8% | +31.6% |
| 3M | +3.7% | +1.0% | +2.7% | +0.2% |
| 6M | +78.0% | -3.7% | +81.7% | +74.7% |
| YTD | +209.9% | -13.0% | +222.9% | +217.7% |
| 1Y | +389.6% | -25.5% | +415.1% | +445.8% |
| All | +1,683.3% | +48.9% | +1,634.4% | +1,124.5% |
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