+82.2%
UBER vs AEM
+484.6%
-402.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.9% | 0.0% |
| 7D | -3.9% | -0.5% | -3.4% | -3.8% |
| 30D | +11.1% | +24.0% | -12.9% | +6.6% |
| 3M | +4.9% | +16.1% | -11.2% | +1.6% |
| 6M | -1.2% | -11.6% | +10.5% | +0.3% |
| YTD | -7.3% | +21.5% | -28.8% | -12.5% |
| 1Y | -17.6% | +39.2% | -56.8% | -24.8% |
| 3Y | +61.1% | +347.4% | -286.4% | +10.9% |
| 5Y | +87.9% | +290.1% | -202.2% | +30.1% |
| All | +82.2% | +484.6% | -402.4% | +14.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling