+231.1%
HOOD vs UBER
+61.1%
+170.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.8% | +1.0% | 0.0% |
| 7D | +7.7% | -7.0% | +14.8% | +12.7% |
| 30D | +22.0% | -8.9% | +30.9% | +29.0% |
| 3M | +37.6% | +1.0% | +36.6% | +34.4% |
| 6M | +45.3% | -3.7% | +49.0% | +46.2% |
| YTD | +1.9% | -13.0% | +14.9% | +8.7% |
| 1Y | -2.7% | -25.5% | +22.8% | +14.6% |
| 3Y | +973.4% | +50.5% | +922.9% | +707.2% |
| 5Y | +179.3% | +76.2% | +103.1% | +80.1% |
| All | +231.1% | +61.1% | +170.0% | +74.9% |
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