+1,791.3%
BE vs UBER
+80.4%
+1,710.9%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.3% | +7.6% | +7.5% |
| 7D | +20.0% | -3.9% | +23.9% | +23.0% |
| 30D | +7.9% | +11.1% | -3.2% | -0.7% |
| 3M | -13.2% | +4.9% | -18.1% | -19.2% |
| 6M | +53.5% | -1.2% | +54.6% | +46.6% |
| YTD | +191.0% | -7.3% | +198.3% | +187.1% |
| 1Y | +360.5% | -17.6% | +378.2% | +394.2% |
| 3Y | +1,568.0% | +61.1% | +1,507.0% | +928.7% |
| 5Y | +1,055.2% | +87.9% | +967.3% | +474.2% |
| All | +1,791.3% | +80.4% | +1,710.9% | +528.6% |
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