+76.2%
UBER vs AA
+15.6%
+60.6%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.0% | -0.9% | -2.4% |
| 7D | -7.0% | -0.6% | -6.4% | -6.9% |
| 30D | -8.9% | -1.6% | -7.4% | -8.8% |
| 3M | +1.0% | -29.8% | +30.8% | +8.4% |
| 6M | -3.7% | -16.6% | +12.9% | -2.0% |
| YTD | -13.0% | -4.0% | -9.0% | -15.2% |
| 1Y | -25.5% | +63.5% | -89.0% | -37.0% |
| 3Y | +50.5% | +86.8% | -36.3% | +17.0% |
| 5Y | +76.2% | +12.4% | +63.8% | +50.9% |
| All | +76.2% | +15.6% | +60.6% | +50.9% |
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