+1,390.4%
LITE vs UBER
+80.4%
+1,310.0%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.3% | +4.3% | +4.1% |
| 7D | -1.5% | -3.9% | +2.3% | -0.4% |
| 30D | +6.7% | +11.1% | -4.5% | +2.7% |
| 3M | -6.8% | +4.9% | -11.7% | -9.4% |
| 6M | +29.4% | -1.2% | +30.6% | +27.3% |
| YTD | +139.1% | -7.3% | +146.4% | +139.1% |
| 1Y | +521.0% | -17.6% | +538.6% | +544.1% |
| 3Y | +1,535.3% | +61.1% | +1,474.2% | +1,264.3% |
| 5Y | +889.8% | +87.9% | +801.9% | +645.0% |
| All | +1,390.4% | +80.4% | +1,310.0% | +1,005.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling