+14.8%
SPY vs UBER
-24.0%
+38.8%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.9% | -3.3% | +1.1% |
| 7D | -0.7% | +7.0% | -7.8% | -1.4% |
| 30D | -1.0% | +0.6% | -1.6% | -1.1% |
| 3M | -0.3% | -2.9% | +2.6% | -0.2% |
| 6M | +7.3% | -5.5% | +12.8% | +7.5% |
| YTD | +13.3% | -14.5% | +27.8% | +14.5% |
| 1Y | +14.8% | -26.2% | +41.0% | +18.8% |
| All | +14.8% | -24.0% | +38.8% | +18.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling