+1,145.9%
DELL vs UBER
+78.0%
+1,067.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -1.2% | +13.2% | +12.3% |
| 7D | +8.2% | -5.4% | +13.6% | +9.7% |
| 30D | +17.1% | -4.9% | +22.0% | +18.3% |
| 3M | +45.2% | +3.0% | +42.1% | +41.9% |
| 6M | +286.8% | -4.4% | +291.2% | +284.9% |
| YTD | +354.8% | -12.3% | +367.1% | +362.7% |
| 1Y | +358.3% | -24.3% | +382.6% | +385.1% |
| 3Y | +724.9% | +46.4% | +678.5% | +630.2% |
| All | +1,145.9% | +78.0% | +1,067.9% | +897.6% |
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 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