+142.1%
GOOG vs UBER
+52.0%
+90.1%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.1% | -1.5% | +0.1% |
| 7D | -2.5% | -4.5% | +2.0% | -1.5% |
| 30D | -3.6% | -7.6% | +4.0% | -1.9% |
| 3M | -6.4% | +5.8% | -12.2% | -8.1% |
| 6M | +7.8% | +0.3% | +7.5% | +7.0% |
| YTD | +5.5% | -11.2% | +16.7% | +7.5% |
| 1Y | +38.3% | -23.0% | +61.3% | +45.3% |
| All | +142.1% | +52.0% | +90.1% | +93.7% |
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