+9.0%
MSFT vs UBER
-24.0%
+33.0%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +4.9% | +1.8% | +5.4% |
| 7D | +4.7% | +7.0% | -2.4% | +2.9% |
| 30D | +5.8% | +0.6% | +5.3% | +5.6% |
| 3M | +13.0% | -2.9% | +15.9% | +13.5% |
| 6M | +34.9% | -5.5% | +40.4% | +36.0% |
| YTD | +15.7% | -14.5% | +30.1% | +16.9% |
| 1Y | +9.0% | -26.2% | +35.1% | +14.6% |
| All | +9.0% | -24.0% | +33.0% | +14.6% |
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 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