+74.5%
UBER vs AA
+105.5%
-31.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -4.8% | +6.9% | +3.4% |
| 7D | -4.5% | -5.4% | +0.9% | -3.1% |
| 30D | -7.6% | -10.7% | +3.1% | -5.0% |
| 3M | +5.8% | -26.2% | +31.9% | +13.7% |
| 6M | +0.3% | -20.9% | +21.2% | +4.0% |
| YTD | -11.2% | -8.6% | -2.6% | -12.7% |
| 1Y | -23.0% | +57.4% | -80.4% | -36.3% |
| 3Y | +53.6% | +77.8% | -24.2% | +14.7% |
| 5Y | +81.9% | +2.7% | +79.2% | +45.4% |
| All | +74.5% | +105.5% | -31.0% | -13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 10y: compounded portfolio wealth divided by compounded AA 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…
10y analysis · Full analysis span regression · 6 months rolling