+70.0%
UBER vs ALL
+231.7%
-161.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.5% | +0.8% |
| 7D | +1.2% | -2.6% | +3.7% | +2.0% |
| 30D | -1.1% | +12.7% | -13.9% | -5.4% |
| 3M | -10.0% | +0.4% | -10.4% | -10.3% |
| 6M | -7.2% | +23.8% | -31.0% | -14.8% |
| YTD | -13.5% | +27.8% | -41.3% | -21.9% |
| 1Y | -24.5% | +28.9% | -53.4% | -32.1% |
| 3Y | +37.0% | +113.9% | -76.8% | -4.8% |
| 5Y | +63.3% | +157.4% | -94.1% | -2.5% |
| All | +70.0% | +231.7% | -161.7% | -28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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