+82.2%
UBER vs ADI
+275.0%
-192.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -1.9% | -1.2% |
| 7D | -3.9% | +0.4% | -4.3% | -4.2% |
| 30D | +11.1% | -3.8% | +14.9% | +13.4% |
| 3M | +4.9% | -15.3% | +20.2% | +13.5% |
| 6M | -1.2% | +6.7% | -7.8% | -9.5% |
| YTD | -7.3% | +34.8% | -42.0% | -27.8% |
| 1Y | -17.6% | +49.0% | -66.7% | -40.4% |
| 3Y | +61.1% | +108.1% | -47.0% | -14.5% |
| 5Y | +87.9% | +142.4% | -54.5% | -12.7% |
| All | +82.2% | +275.0% | -192.8% | -42.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling