+72.4%
UBER vs AG
+233.0%
-160.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.9% | +1.7% | -0.8% |
| 7D | -5.4% | -6.7% | +1.3% | -4.4% |
| 30D | -4.9% | +2.2% | -7.1% | -5.4% |
| 3M | +3.0% | +15.7% | -12.6% | +0.1% |
| 6M | -4.4% | -23.8% | +19.4% | -2.0% |
| YTD | -12.3% | +17.6% | -29.9% | -17.6% |
| 1Y | -24.3% | +88.6% | -112.9% | -35.1% |
| 3Y | +46.4% | +253.4% | -207.0% | +6.1% |
| 5Y | +79.7% | +62.4% | +17.2% | +44.2% |
| All | +72.4% | +233.0% | -160.6% | +18.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling