+71.0%
UBER vs AGI
+754.5%
-683.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.3% | -4.1% | -3.0% |
| 7D | -7.0% | +2.2% | -9.2% | -7.3% |
| 30D | -8.9% | +11.3% | -20.2% | -10.1% |
| 3M | +1.0% | +5.6% | -4.6% | 0.0% |
| 6M | -3.7% | -27.7% | +23.9% | -0.8% |
| YTD | -13.0% | -4.1% | -8.9% | -14.0% |
| 1Y | -25.5% | +13.8% | -39.3% | -28.2% |
| 3Y | +50.5% | +217.0% | -166.6% | +25.3% |
| 5Y | +76.2% | +404.3% | -328.2% | +37.4% |
| All | +71.0% | +754.5% | -683.5% | +57.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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