+75.2%
SPY vs UBER
+63.2%
+12.0%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.4% | +1.1% |
| 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% | +0.7% |
| 6M | +3.3% | -7.2% | +10.5% | +4.2% |
| YTD | +12.3% | -13.5% | +25.8% | +14.4% |
| 1Y | +12.4% | -24.5% | +36.9% | +17.7% |
| 3Y | +78.8% | +37.0% | +41.8% | +61.3% |
| 5Y | +75.2% | +63.3% | +11.9% | +45.0% |
| All | +75.2% | +63.2% | +12.0% | +45.0% |
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