+79.0%
SPY vs UBER
+38.1%
+40.9%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.4% | +1.2% |
| 7D | -0.9% | +1.2% | -2.1% | -1.1% |
| 30D | -2.4% | -1.1% | -1.2% | -2.2% |
| 3M | -1.2% | -10.0% | +8.9% | +0.6% |
| 6M | +3.3% | -7.2% | +10.5% | +4.1% |
| YTD | +12.3% | -13.5% | +25.8% | +14.3% |
| 1Y | +12.4% | -24.5% | +36.9% | +17.5% |
| All | +79.0% | +38.1% | +40.9% | +65.8% |
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 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