+1,172.1%
LITE vs UBER
+43.1%
+1,129.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.3% | +5.9% | +5.7% |
| 7D | -35.9% | +5.1% | -41.1% | -36.9% |
| 30D | -51.5% | +0.2% | -51.7% | -51.7% |
| 3M | -35.7% | -2.7% | -33.1% | -36.2% |
| 6M | -43.0% | -13.4% | -29.6% | -41.5% |
| YTD | +46.1% | -16.1% | +62.2% | +50.6% |
| 1Y | +124.7% | -25.5% | +150.3% | +144.8% |
| 3Y | +1,172.1% | +42.5% | +1,129.6% | +866.2% |
| All | +1,172.1% | +43.1% | +1,129.0% | +866.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling