+179.9%
INTC vs UBER
+48.9%
+131.0%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.8% | +4.5% | +2.5% |
| 7D | +18.0% | -7.0% | +25.0% | +20.4% |
| 30D | +8.9% | -8.9% | +17.8% | +11.5% |
| 3M | -1.6% | +1.0% | -2.6% | -3.8% |
| 6M | +133.1% | -3.7% | +136.8% | +130.8% |
| YTD | +187.9% | -13.0% | +200.9% | +195.0% |
| 1Y | +334.7% | -25.5% | +360.2% | +372.6% |
| All | +179.9% | +48.9% | +131.0% | +114.7% |
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 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