+193.0%
HOOD vs UBER
+79.0%
+114.0%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -3.5% | -0.4% | -1.7% |
| 7D | +13.4% | -2.8% | +16.2% | +15.5% |
| 30D | +25.8% | -2.5% | +28.3% | +27.5% |
| 3M | +38.0% | +4.4% | +33.6% | +31.7% |
| 6M | +52.2% | -2.7% | +54.9% | +52.0% |
| YTD | +3.7% | -10.5% | +14.2% | +8.9% |
| 1Y | +0.1% | -22.5% | +22.6% | +15.4% |
| 3Y | +992.6% | +54.8% | +937.7% | +689.3% |
| 5Y | +193.0% | +82.5% | +110.5% | +79.3% |
| All | +193.0% | +79.0% | +114.0% | +79.3% |
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 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