+29.4%
LITE vs UBER
-0.7%
+30.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.3% | +4.3% | +3.9% |
| 7D | -1.5% | -3.9% | +2.3% | -2.7% |
| 30D | +6.7% | +11.1% | -4.5% | +8.4% |
| 3M | -6.8% | +4.9% | -11.7% | -6.2% |
| 6M | +29.4% | -1.2% | +30.6% | +32.7% |
| All | +29.4% | -0.7% | +30.1% | +32.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling