+81.2%
NOW vs UBER
+66.8%
+14.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.6% | -1.5% | -2.5% |
| 7D | -8.7% | +5.2% | -13.9% | -10.4% |
| 30D | -29.3% | -2.0% | -27.2% | -28.9% |
| 3M | -21.8% | -10.2% | -11.6% | -19.1% |
| 6M | +9.2% | -7.2% | +16.4% | +11.7% |
| YTD | -35.0% | -14.3% | -20.7% | -32.0% |
| 1Y | -42.5% | -25.6% | -17.0% | -37.0% |
| 3Y | -21.5% | +35.8% | -57.3% | -32.4% |
| 5Y | -25.8% | +61.5% | -87.2% | -43.6% |
| All | +81.2% | +66.8% | +14.4% | +38.0% |
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