-9.5%
UBER vs AG
-39.1%
+29.6%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -5.3% | +3.1% | -1.5% |
| 7D | +0.5% | -6.0% | +6.5% | +1.3% |
| 30D | -3.1% | -14.3% | +11.2% | -1.6% |
| 3M | -8.3% | -26.9% | +18.6% | -6.1% |
| 6M | -9.5% | -42.1% | +32.6% | -7.2% |
| All | -9.5% | -39.1% | +29.6% | -7.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling