+63.3%
UBER vs ADI
+142.7%
-79.4%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.0% | -3.1% | -1.0% |
| 7D | +1.2% | +0.7% | +0.5% | +0.3% |
| 30D | -1.1% | +0.7% | -1.8% | -2.5% |
| 3M | -10.0% | +6.5% | -16.5% | -14.2% |
| 6M | -7.2% | -2.7% | -4.5% | -9.4% |
| YTD | -13.5% | +52.2% | -65.7% | -36.0% |
| 1Y | -24.5% | +77.5% | -101.9% | -49.2% |
| 3Y | +37.0% | +148.8% | -111.7% | -33.4% |
| 5Y | +63.3% | +142.9% | -79.6% | -24.4% |
| All | +63.3% | +142.7% | -79.4% | -24.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ADI.
Daily Out/Under-Performance
Portfolio return minus ADI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADI 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 ADI 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