+521.0%
LITE vs UBER
-18.6%
+539.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.3% | +4.3% | +4.0% |
| 7D | -1.5% | -3.9% | +2.3% | -1.6% |
| 30D | +6.7% | +11.1% | -4.5% | +5.3% |
| 3M | -6.8% | +4.9% | -11.7% | -7.6% |
| 6M | +29.4% | -1.2% | +30.6% | +30.3% |
| YTD | +139.1% | -7.3% | +146.4% | +146.9% |
| 1Y | +521.0% | -17.6% | +538.6% | +588.0% |
| All | +521.0% | -18.6% | +539.6% | +588.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling