+67.6%
UBER vs ALB
+42.2%
+25.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.4% | +2.2% | +1.2% |
| 7D | +1.6% | -5.8% | +7.4% | +3.0% |
| 30D | +0.6% | -4.5% | +5.1% | +1.5% |
| 3M | -8.2% | -28.1% | +19.9% | -1.2% |
| 6M | -6.7% | -53.2% | +46.5% | +10.7% |
| YTD | -14.7% | -33.3% | +18.6% | -10.0% |
| 1Y | -24.1% | -17.4% | -6.6% | -24.7% |
| 3Y | +33.4% | -14.1% | +47.5% | +17.3% |
| 5Y | +54.5% | -64.0% | +118.5% | +74.1% |
| All | +67.6% | +42.2% | +25.5% | +15.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 10y: compounded portfolio wealth divided by compounded ALB 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…
10y analysis · Full analysis span regression · 6 months rolling