+72.1%
NFLX vs UBER
+65.9%
+6.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.7% | -1.1% |
| 7D | -2.0% | +1.6% | -3.6% | -2.4% |
| 30D | -11.9% | +0.6% | -12.5% | -12.0% |
| 3M | -20.6% | -8.2% | -12.4% | -18.6% |
| 6M | -29.0% | -6.7% | -22.3% | -27.9% |
| YTD | -33.7% | -14.7% | -19.0% | -31.3% |
| 1Y | -46.2% | -24.1% | -22.1% | -42.4% |
| 3Y | +39.8% | +33.4% | +6.4% | +22.2% |
| 5Y | -9.0% | +54.5% | -63.4% | -28.9% |
| All | +72.1% | +65.9% | +6.2% | +29.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling