+86.9%
NOW vs UBER
+69.5%
+17.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.8% | -3.0% | -0.5% |
| 7D | -3.1% | +6.7% | -9.8% | -5.3% |
| 30D | -27.0% | -0.5% | -26.6% | -27.1% |
| 3M | -17.7% | -5.1% | -12.6% | -16.5% |
| 6M | +12.7% | -5.7% | +18.4% | +14.6% |
| YTD | -32.9% | -12.9% | -20.0% | -30.3% |
| 1Y | -40.4% | -22.6% | -17.8% | -35.6% |
| 3Y | -17.1% | +42.2% | -59.3% | -29.7% |
| 5Y | -25.7% | +56.4% | -82.1% | -43.1% |
| All | +86.9% | +69.5% | +17.5% | +41.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling