+82.5%
UBER vs AG
+65.4%
+17.1%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.0% | -2.4% | -3.3% |
| 7D | -2.8% | +4.5% | -7.3% | -3.4% |
| 30D | -2.5% | +12.9% | -15.4% | -4.3% |
| 3M | +4.4% | +20.9% | -16.6% | +1.0% |
| 6M | -2.7% | -19.5% | +16.9% | -1.2% |
| YTD | -10.5% | +24.8% | -35.3% | -16.3% |
| 1Y | -22.5% | +120.2% | -142.7% | -34.8% |
| 3Y | +54.8% | +279.0% | -224.2% | +11.8% |
| 5Y | +82.5% | +67.9% | +14.6% | +52.3% |
| All | +82.5% | +65.4% | +17.1% | +52.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling