+232.7%
LITE vs UBER
-24.0%
+256.8%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +4.9% | -12.8% | -6.8% |
| 7D | -31.4% | +7.0% | -38.5% | -30.3% |
| 30D | -42.6% | +0.6% | -43.1% | -42.0% |
| 3M | -26.2% | -2.9% | -23.3% | -26.6% |
| 6M | -35.8% | -5.5% | -30.3% | -35.8% |
| YTD | +70.0% | -14.5% | +84.5% | +77.4% |
| 1Y | +232.7% | -26.2% | +258.9% | +291.5% |
| All | +232.7% | -24.0% | +256.8% | +291.5% |
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