+230.4%
META vs UBER
+80.4%
+150.0%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +1.1% |
| 7D | +6.7% | -3.9% | +10.6% | +8.1% |
| 30D | +4.8% | +11.1% | -6.4% | +0.9% |
| 3M | -1.6% | +4.9% | -6.5% | -3.6% |
| 6M | -7.5% | -1.2% | -6.3% | -7.9% |
| YTD | -6.4% | -7.3% | +0.9% | -5.0% |
| 1Y | -17.3% | -17.6% | +0.3% | -13.3% |
| 3Y | +109.9% | +61.1% | +48.9% | +70.9% |
| 5Y | +65.4% | +87.9% | -22.5% | +20.6% |
| All | +230.4% | +80.4% | +150.0% | +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 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