+142.9%
HOOD vs UBER
+60.2%
+82.7%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.9% | +3.1% | +3.4% |
| 7D | -3.2% | +1.2% | -4.4% | -3.8% |
| 30D | -22.6% | -1.1% | -21.4% | -22.0% |
| 3M | -10.4% | -10.0% | -0.4% | -4.6% |
| 6M | +4.7% | -7.2% | +11.9% | +7.7% |
| YTD | -25.2% | -13.5% | -11.7% | -20.0% |
| 1Y | -35.9% | -24.5% | -11.4% | -25.0% |
| 3Y | +927.7% | +37.0% | +890.7% | +720.2% |
| 5Y | +147.5% | +63.3% | +84.2% | +54.3% |
| All | +142.9% | +60.2% | +82.7% | +28.7% |
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 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