+78.5%
SPY vs UBER
+57.8%
+20.6%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.5% | +2.9% | +0.1% |
| 7D | +0.5% | -2.8% | +3.4% | +1.1% |
| 30D | -0.9% | -2.5% | +1.6% | -0.6% |
| 3M | +3.9% | +4.4% | -0.5% | +2.5% |
| 6M | +14.5% | -2.7% | +17.2% | +14.3% |
| YTD | +12.9% | -10.5% | +23.4% | +14.4% |
| 1Y | +19.4% | -22.5% | +41.9% | +24.3% |
| 3Y | +78.5% | +54.8% | +23.7% | +52.9% |
| All | +78.5% | +57.8% | +20.6% | +52.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling