+70.7%
NFLX vs UBER
+48.9%
+21.8%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.8% | +1.8% | -0.3% |
| 7D | -8.1% | -7.0% | -1.1% | -6.5% |
| 30D | -0.3% | -8.9% | +8.6% | +1.8% |
| 3M | -6.6% | +1.0% | -7.6% | -6.9% |
| 6M | -22.7% | -3.7% | -18.9% | -22.4% |
| YTD | -18.9% | -13.0% | -5.9% | -16.9% |
| 1Y | -39.8% | -25.5% | -14.3% | -36.4% |
| All | +70.7% | +48.9% | +21.8% | +48.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling