+443.8%
LLY vs UBER
+45.7%
+398.2%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.8% |
| 7D | -4.5% | +5.1% | -9.6% | -4.9% |
| 30D | +13.9% | +0.2% | +13.7% | +13.9% |
| 3M | +13.8% | -2.7% | +16.4% | +14.0% |
| 6M | +37.6% | -13.4% | +51.0% | +39.2% |
| YTD | +26.6% | -16.1% | +42.7% | +28.2% |
| 1Y | +45.3% | -25.5% | +70.9% | +48.8% |
| 3Y | +132.2% | +42.5% | +89.7% | +125.9% |
| All | +443.8% | +45.7% | +398.2% | +426.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling