+54.8%
UBER vs ABT
+11.7%
+43.2%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ABT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.6% | -0.9% | -2.8% |
| 7D | -2.8% | -3.1% | +0.3% | -2.0% |
| 30D | -2.5% | -2.1% | -0.4% | -1.9% |
| 3M | +4.4% | +17.4% | -13.0% | +0.5% |
| 6M | -2.7% | -2.4% | -0.3% | -2.3% |
| YTD | -10.5% | -14.2% | +3.7% | -7.7% |
| 1Y | -22.5% | -18.3% | -4.2% | -19.2% |
| 3Y | +54.8% | +11.5% | +43.3% | +52.0% |
| All | +54.8% | +11.7% | +43.2% | +52.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ABT.
Daily Out/Under-Performance
Portfolio return minus ABT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ABT 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 3y: compounded portfolio wealth divided by compounded ABT 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…
3y analysis · Full analysis span regression · 6 months rolling