+1,336.0%
BE vs UBER
+65.9%
+1,270.0%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.8% | -5.7% | -5.5% |
| 7D | +10.8% | +1.6% | +9.2% | +10.0% |
| 30D | -19.8% | +0.6% | -20.4% | -20.1% |
| 3M | -18.7% | -8.2% | -10.6% | -14.7% |
| 6M | -33.7% | -6.7% | -27.0% | -34.1% |
| YTD | +121.0% | -14.7% | +135.7% | +129.2% |
| 1Y | +85.4% | -24.1% | +109.5% | +110.3% |
| 3Y | +1,709.5% | +33.4% | +1,676.1% | +1,170.5% |
| 5Y | +462.2% | +54.5% | +407.7% | +227.2% |
| All | +1,336.0% | +65.9% | +1,270.0% | +401.9% |
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