+1,595.0%
DELL vs UBER
+80.4%
+1,514.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.6% |
| 7D | +14.9% | -3.9% | +18.8% | +16.2% |
| 30D | +13.3% | +11.1% | +2.2% | +9.5% |
| 3M | +24.4% | +4.9% | +19.5% | +21.2% |
| 6M | +258.0% | -1.2% | +259.2% | +253.6% |
| YTD | +320.2% | -7.3% | +327.5% | +321.7% |
| 1Y | +319.1% | -17.6% | +336.7% | +333.7% |
| 3Y | +706.5% | +61.1% | +645.5% | +581.5% |
| 5Y | +1,071.9% | +87.9% | +984.0% | +790.9% |
| All | +1,595.0% | +80.4% | +1,514.7% | +1,001.4% |
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