+48.2%
INTC vs UBER
+65.9%
-17.7%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.8% | -3.3% | -2.7% |
| 7D | +6.0% | +1.6% | +4.4% | +5.7% |
| 30D | -39.2% | +0.6% | -39.8% | -39.4% |
| 3M | -42.9% | -8.2% | -34.8% | -42.1% |
| 6M | -50.4% | -6.7% | -43.7% | -50.3% |
| YTD | +61.7% | -14.7% | +76.4% | +64.9% |
| 1Y | +66.1% | -24.1% | +90.2% | +74.5% |
| 3Y | +58.1% | +33.4% | +24.7% | +42.9% |
| 5Y | +27.9% | +54.5% | -26.6% | +6.5% |
| All | +48.2% | +65.9% | -17.7% | +21.0% |
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