+192.1%
SPY vs UBER
+65.9%
+126.2%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -0.5% |
| 7D | +2.6% | +1.6% | +1.0% | +2.3% |
| 30D | -2.0% | +0.6% | -2.6% | -2.1% |
| 3M | -2.8% | -8.2% | +5.4% | -1.3% |
| 6M | +2.1% | -6.7% | +8.8% | +2.9% |
| YTD | +11.5% | -14.7% | +26.2% | +13.9% |
| 1Y | +13.5% | -24.1% | +37.5% | +18.4% |
| 3Y | +77.7% | +33.4% | +44.3% | +62.2% |
| 5Y | +72.6% | +54.5% | +18.2% | +46.2% |
| All | +192.1% | +65.9% | +126.2% | +134.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling