-24.5%
UBER vs AG
+23.1%
-47.6%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +2.0% | +1.0% |
| 7D | +1.2% | -4.0% | +5.2% | +1.5% |
| 30D | -1.1% | -13.1% | +11.9% | -0.3% |
| 3M | -10.0% | -22.0% | +12.0% | -8.8% |
| 6M | -7.2% | -37.3% | +30.1% | -5.1% |
| YTD | -13.5% | -11.2% | -2.3% | -15.8% |
| 1Y | -24.5% | +23.9% | -48.4% | -29.9% |
| All | -24.5% | +23.1% | -47.6% | -29.9% |
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