+93.9%
QQQ vs UBER
+78.6%
+15.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.1% | -3.1% | -1.6% |
| 7D | -1.3% | -4.5% | +3.2% | -0.1% |
| 30D | -1.4% | -7.6% | +6.3% | +0.5% |
| 3M | +2.3% | +5.8% | -3.5% | 0.0% |
| 6M | +16.9% | +0.3% | +16.6% | +15.5% |
| YTD | +15.6% | -11.2% | +26.8% | +17.8% |
| 1Y | +22.6% | -23.0% | +45.6% | +29.5% |
| 3Y | +93.5% | +53.6% | +39.9% | +62.7% |
| 5Y | +93.9% | +81.9% | +12.0% | +44.3% |
| All | +93.9% | +78.6% | +15.3% | +44.3% |
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