+82.2%
UBER vs AG
+257.0%
-174.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.0% | +1.7% | 0.0% |
| 7D | -3.9% | +1.0% | -4.9% | -4.1% |
| 30D | +11.1% | +19.2% | -8.1% | +8.0% |
| 3M | +4.9% | +6.2% | -1.2% | +3.1% |
| 6M | -1.2% | -26.7% | +25.5% | +1.9% |
| YTD | -7.3% | +26.1% | -33.4% | -13.8% |
| 1Y | -17.6% | +131.7% | -149.3% | -31.7% |
| 3Y | +61.1% | +255.3% | -194.3% | +17.0% |
| 5Y | +87.9% | +61.9% | +26.0% | +51.2% |
| All | +82.2% | +257.0% | -174.8% | +23.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling