+138.5%
NOW vs UBER
+69.2%
+69.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.8% | +0.5% | -1.3% |
| 7D | -4.1% | -7.0% | +2.9% | -1.6% |
| 30D | +2.9% | -8.9% | +11.8% | +6.2% |
| 3M | +22.6% | +1.0% | +21.6% | +21.9% |
| 6M | +7.5% | -3.7% | +11.3% | +8.7% |
| YTD | -14.4% | -13.0% | -1.4% | -10.8% |
| 1Y | -29.8% | -25.5% | -4.3% | -23.1% |
| 3Y | +9.2% | +50.5% | -41.2% | -9.2% |
| 5Y | +0.8% | +76.2% | -75.3% | -25.4% |
| All | +138.5% | +69.2% | +69.2% | +81.1% |
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