+62.2%
INTC vs UBER
+35.1%
+27.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.2% | +0.1% | -1.5% |
| 7D | +17.1% | +0.5% | +16.6% | +17.0% |
| 30D | -40.5% | -3.1% | -37.4% | -40.0% |
| 3M | -39.4% | -8.3% | -31.1% | -38.3% |
| 6M | -49.3% | -9.5% | -39.8% | -48.7% |
| YTD | +65.9% | -15.4% | +81.3% | +70.8% |
| 1Y | +61.5% | -26.1% | +87.7% | +75.5% |
| All | +62.2% | +35.1% | +27.1% | +42.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling