+138.0%
INTC vs UBER
+80.4%
+57.6%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.3% | +4.8% | +4.6% |
| 7D | +7.1% | -3.9% | +11.0% | +8.1% |
| 30D | -5.2% | +11.1% | -16.3% | -8.0% |
| 3M | -14.3% | +4.9% | -19.2% | -16.2% |
| 6M | +110.2% | -1.2% | +111.3% | +108.1% |
| YTD | +159.6% | -7.3% | +166.9% | +160.5% |
| 1Y | +289.3% | -17.6% | +306.9% | +301.9% |
| 3Y | +166.1% | +61.1% | +105.0% | +130.5% |
| 5Y | +94.4% | +87.9% | +6.5% | +55.0% |
| All | +138.0% | +80.4% | +57.6% | +91.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling