+27.2%
NFLX vs UBER
+77.3%
-50.0%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.8% | +1.8% | 0.0% |
| 7D | -8.1% | -7.0% | -1.1% | -5.7% |
| 30D | -0.3% | -8.9% | +8.6% | +3.0% |
| 3M | -6.6% | +1.0% | -7.6% | -7.4% |
| 6M | -22.7% | -3.7% | -18.9% | -22.5% |
| YTD | -18.9% | -13.0% | -5.9% | -15.9% |
| 1Y | -39.8% | -25.5% | -14.3% | -34.3% |
| 3Y | +71.7% | +50.5% | +21.2% | +32.2% |
| 5Y | +27.2% | +76.2% | -48.9% | -16.6% |
| All | +27.2% | +77.3% | -50.0% | -16.6% |
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 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