+156.9%
NOW vs UBER
+80.4%
+76.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.3% | -2.7% | -2.9% |
| 7D | -2.4% | -3.9% | +1.5% | -1.1% |
| 30D | +20.5% | +11.1% | +9.4% | +16.1% |
| 3M | +18.3% | +4.9% | +13.4% | +16.1% |
| 6M | +24.1% | -1.2% | +25.2% | +24.1% |
| YTD | -7.8% | -7.3% | -0.5% | -6.0% |
| 1Y | -21.4% | -17.6% | -3.8% | -16.9% |
| 3Y | +19.5% | +61.1% | -41.5% | -3.0% |
| 5Y | +4.1% | +87.9% | -83.8% | -24.8% |
| All | +156.9% | +80.4% | +76.5% | +90.8% |
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