-17.6%
UBER vs AG
+125.2%
-142.8%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.0% | +1.7% | -0.1% |
| 7D | -3.9% | +1.0% | -4.9% | -4.0% |
| 30D | +11.1% | +19.2% | -8.1% | +9.2% |
| 3M | +4.9% | +6.2% | -1.2% | +3.9% |
| 6M | -1.2% | -26.7% | +25.5% | -0.1% |
| YTD | -7.3% | +26.1% | -33.4% | -13.1% |
| 1Y | -17.6% | +131.7% | -149.3% | -32.7% |
| All | -17.6% | +125.2% | -142.8% | -32.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 1y: compounded portfolio wealth divided by compounded AG 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…
1y analysis · Full analysis span regression · 6 months rolling