+81.9%
META vs UBER
+45.7%
+36.2%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +1.0% |
| 7D | -0.8% | +5.1% | -5.9% | -2.9% |
| 30D | -15.4% | +0.2% | -15.6% | -15.6% |
| 3M | +3.5% | -2.7% | +6.2% | +4.2% |
| 6M | -0.3% | -13.4% | +13.1% | +4.8% |
| YTD | -7.3% | -16.1% | +8.7% | -1.9% |
| 1Y | -1.1% | -25.5% | +24.5% | +10.0% |
| 3Y | +95.1% | +42.5% | +52.6% | +51.4% |
| All | +81.9% | +45.7% | +36.2% | +24.0% |
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