-25.1%
NOW vs UBER
+54.5%
-79.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +1.2% |
| 7D | +0.3% | +1.6% | -1.3% | -0.4% |
| 30D | -27.0% | +0.6% | -27.5% | -27.2% |
| 3M | -19.6% | -8.2% | -11.5% | -17.0% |
| 6M | +17.5% | -6.7% | +24.2% | +20.4% |
| YTD | -33.3% | -14.7% | -18.5% | -29.5% |
| 1Y | -39.8% | -24.1% | -15.8% | -33.4% |
| 3Y | -19.9% | +33.4% | -53.3% | -34.5% |
| All | -25.1% | +54.5% | -79.6% | -50.3% |
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