+155.7%
INTC vs UBER
+70.6%
+85.1%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.2% | +3.8% | +2.9% |
| 7D | +7.5% | -5.4% | +12.9% | +8.7% |
| 30D | +2.0% | -4.9% | +6.9% | +2.9% |
| 3M | -12.0% | +3.0% | -15.0% | -13.8% |
| 6M | +114.5% | -4.4% | +118.9% | +113.8% |
| YTD | +179.0% | -12.3% | +191.3% | +183.2% |
| 1Y | +318.3% | -24.3% | +342.6% | +340.4% |
| 3Y | +171.2% | +46.4% | +124.8% | +140.0% |
| 5Y | +107.6% | +79.7% | +27.9% | +67.2% |
| All | +155.7% | +70.6% | +85.1% | +107.8% |
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