+810.9%
LITE vs UBER
+63.3%
+747.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.3% | +5.9% | +5.7% |
| 7D | -35.9% | +5.1% | -41.1% | -37.0% |
| 30D | -51.5% | +0.2% | -51.7% | -51.7% |
| 3M | -35.7% | -2.7% | -33.1% | -36.1% |
| 6M | -43.0% | -13.4% | -29.6% | -41.7% |
| YTD | +46.1% | -16.1% | +62.2% | +49.5% |
| 1Y | +124.7% | -25.5% | +150.3% | +139.1% |
| 3Y | +1,172.1% | +42.5% | +1,129.6% | +994.1% |
| 5Y | +477.0% | +45.3% | +431.7% | +366.7% |
| All | +810.9% | +63.3% | +747.5% | +591.3% |
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