+636.7%
DELL vs UBER
+52.0%
+584.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +2.1% | -7.4% | -6.0% |
| 7D | -1.9% | -4.5% | +2.6% | -0.6% |
| 30D | +14.9% | -7.6% | +22.5% | +17.2% |
| 3M | +37.2% | +5.8% | +31.5% | +32.0% |
| 6M | +254.0% | +0.3% | +253.7% | +245.3% |
| YTD | +306.1% | -11.2% | +317.3% | +314.3% |
| 1Y | +312.3% | -23.0% | +335.3% | +343.5% |
| All | +636.7% | +52.0% | +584.7% | +535.0% |
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 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