+1,227.8%
BE vs UBER
+77.3%
+1,150.6%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.8% | -0.1% | -1.4% |
| 7D | +23.9% | -7.0% | +31.0% | +28.4% |
| 30D | +27.8% | -8.9% | +36.8% | +33.2% |
| 3M | +3.7% | +1.0% | +2.7% | -0.6% |
| 6M | +78.0% | -3.7% | +81.7% | +73.6% |
| YTD | +209.9% | -13.0% | +222.9% | +217.7% |
| 1Y | +389.6% | -25.5% | +415.1% | +453.2% |
| 3Y | +1,730.6% | +50.5% | +1,680.1% | +1,163.3% |
| 5Y | +1,227.8% | +76.2% | +1,151.7% | +645.1% |
| All | +1,227.8% | +77.3% | +1,150.6% | +645.1% |
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