-24.3%
UBER vs AEM
+32.6%
-56.9%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-11 to 2026-09-11.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.9% | -3.1% | -1.4% |
| 7D | -5.4% | -2.1% | -3.3% | -5.2% |
| 30D | -4.9% | +8.4% | -13.3% | -5.7% |
| 3M | +3.0% | +27.3% | -24.2% | +1.1% |
| 6M | -4.4% | -9.7% | +5.3% | -3.9% |
| YTD | -12.3% | +19.0% | -31.2% | -17.3% |
| 1Y | -24.3% | +31.5% | -55.8% | -33.9% |
| All | -24.3% | +32.6% | -56.9% | -33.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 2025-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded AEM 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…
2025-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling