+1,483.7%
LITE vs UBER
+38.1%
+1,445.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +0.9% | +9.8% | +10.4% |
| 7D | +3.4% | +1.2% | +2.2% | +3.3% |
| 30D | -34.9% | -1.1% | -33.7% | -34.7% |
| 3M | -21.0% | -10.0% | -11.0% | -19.1% |
| 6M | -38.5% | -7.2% | -31.3% | -38.3% |
| YTD | +75.8% | -13.5% | +89.3% | +79.9% |
| 1Y | +156.7% | -24.5% | +181.2% | +179.7% |
| All | +1,483.7% | +38.1% | +1,445.6% | +1,035.6% |
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