+481.7%
GOOG vs UBER
+70.6%
+411.1%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.2% | +2.8% | +1.8% |
| 7D | 0.0% | -5.4% | +5.4% | +1.4% |
| 30D | -2.0% | -4.9% | +2.9% | -0.8% |
| 3M | -5.9% | +3.0% | -8.9% | -7.0% |
| 6M | +8.9% | -4.4% | +13.3% | +9.4% |
| YTD | +7.1% | -12.3% | +19.4% | +9.5% |
| 1Y | +39.7% | -24.3% | +64.0% | +47.6% |
| 3Y | +145.8% | +46.4% | +99.4% | +115.1% |
| 5Y | +138.6% | +79.7% | +58.9% | +88.2% |
| All | +481.7% | +70.6% | +411.1% | +351.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling