+304.0%
QQQ vs UBER
+70.6%
+233.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.1% | +1.2% |
| 7D | -0.6% | -5.4% | +4.8% | +0.7% |
| 30D | -1.2% | -4.9% | +3.7% | -0.2% |
| 3M | -0.2% | +3.0% | -3.3% | -1.6% |
| 6M | +17.9% | -4.4% | +22.3% | +18.1% |
| YTD | +16.6% | -12.3% | +28.9% | +19.0% |
| 1Y | +23.0% | -24.3% | +47.3% | +29.6% |
| 3Y | +92.9% | +46.4% | +46.5% | +69.2% |
| 5Y | +95.6% | +79.7% | +15.9% | +55.1% |
| All | +304.0% | +70.6% | +233.3% | +217.1% |
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