+136.0%
GOOG vs UBER
+78.0%
+58.0%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.2% | +2.8% | +1.8% |
| 7D | 0.0% | -5.4% | +5.4% | +1.5% |
| 30D | -2.0% | -4.9% | +2.9% | -0.7% |
| 3M | -5.9% | +3.0% | -8.9% | -7.1% |
| 6M | +8.9% | -4.4% | +13.3% | +9.4% |
| YTD | +7.1% | -12.3% | +19.4% | +9.7% |
| 1Y | +39.7% | -24.3% | +64.0% | +48.3% |
| 3Y | +145.8% | +46.4% | +99.4% | +110.1% |
| All | +136.0% | +78.0% | +58.0% | +74.7% |
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 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