+909.0%
LITE vs UBER
+65.9%
+843.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.8% | -5.3% | -4.7% |
| 7D | +10.8% | +1.6% | +9.2% | +10.4% |
| 30D | -33.4% | +0.6% | -34.0% | -33.7% |
| 3M | -32.2% | -8.2% | -24.1% | -31.1% |
| 6M | -42.1% | -6.7% | -35.4% | -42.1% |
| YTD | +61.9% | -14.7% | +76.6% | +65.0% |
| 1Y | +163.0% | -24.1% | +187.1% | +178.3% |
| 3Y | +1,358.0% | +33.4% | +1,324.6% | +1,180.4% |
| 5Y | +549.9% | +54.5% | +495.5% | +417.6% |
| All | +909.0% | +65.9% | +843.1% | +663.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling