+102.3%
INTC vs UBER
+78.6%
+23.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +2.1% | -7.7% | -6.1% |
| 7D | +9.4% | -4.5% | +13.9% | +10.6% |
| 30D | +2.7% | -7.6% | +10.3% | +4.5% |
| 3M | -6.3% | +5.8% | -12.0% | -9.1% |
| 6M | +114.5% | +0.3% | +114.2% | +110.6% |
| YTD | +171.9% | -11.2% | +183.1% | +175.7% |
| 1Y | +305.0% | -23.0% | +328.0% | +327.9% |
| 3Y | +168.3% | +53.6% | +114.7% | +130.2% |
| 5Y | +102.3% | +81.9% | +20.4% | +59.8% |
| All | +102.3% | +78.6% | +23.7% | +59.8% |
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 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