-24.5%
UBER vs A
+18.9%
-43.4%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.0% |
| 7D | +1.2% | -0.1% | +1.3% | +1.2% |
| 30D | -1.1% | +3.3% | -4.4% | -1.7% |
| 3M | -10.0% | +18.5% | -28.6% | -12.6% |
| 6M | -7.2% | +59.3% | -66.5% | -12.6% |
| YTD | -13.5% | +31.0% | -44.5% | -17.8% |
| All | -24.5% | +18.9% | -43.4% | -29.6% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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