+59.8%
UBER vs AA
-17.9%
+77.8%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.8% | +2.6% | +1.2% |
| 7D | +1.6% | +0.5% | +1.1% | +1.5% |
| 30D | +0.6% | -0.6% | +1.2% | +0.6% |
| 3M | -8.2% | -19.7% | +11.5% | -3.8% |
| 6M | -6.7% | -41.6% | +34.9% | +3.8% |
| YTD | -14.7% | -24.6% | +9.9% | -12.5% |
| 1Y | -24.1% | +4.9% | -28.9% | -28.8% |
| 3Y | +33.4% | +66.8% | -33.4% | +3.9% |
| All | +59.8% | -17.9% | +77.8% | +27.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling