+143.3%
DELL vs UBER
-24.0%
+167.4%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +4.9% | -13.7% | -8.3% |
| 7D | -24.6% | +7.0% | -31.6% | -24.0% |
| 30D | -32.5% | +0.6% | -33.0% | -32.1% |
| 3M | -20.2% | -2.9% | -17.3% | -20.1% |
| 6M | +76.5% | -5.5% | +82.0% | +76.3% |
| YTD | +198.9% | -14.5% | +213.4% | +200.9% |
| 1Y | +143.3% | -26.2% | +169.5% | +154.0% |
| All | +143.3% | -24.0% | +167.4% | +154.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling