+50.7%
LLY vs UBER
-24.8%
+75.5%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.8% | +2.8% | +0.1% |
| 7D | -3.1% | -7.0% | +3.9% | -2.9% |
| 30D | -8.6% | -8.9% | +0.3% | -8.4% |
| 3M | -1.6% | +1.0% | -2.6% | -1.1% |
| 6M | +11.8% | -3.7% | +15.6% | +12.0% |
| YTD | +5.1% | -13.0% | +18.1% | +5.8% |
| 1Y | +50.7% | -25.5% | +76.2% | +51.8% |
| All | +50.7% | -24.8% | +75.5% | +51.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling