+132.2%
LLY vs UBER
+43.1%
+89.2%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.7% |
| 7D | -4.5% | +5.1% | -9.6% | -5.3% |
| 30D | +13.9% | +0.2% | +13.7% | +13.8% |
| 3M | +13.8% | -2.7% | +16.4% | +14.2% |
| 6M | +37.6% | -13.4% | +51.0% | +40.4% |
| YTD | +26.6% | -16.1% | +42.7% | +29.6% |
| 1Y | +45.3% | -25.5% | +70.9% | +52.1% |
| 3Y | +132.2% | +42.5% | +89.7% | +127.4% |
| All | +132.2% | +43.1% | +89.2% | +127.4% |
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