+71.0%
UBER vs ALL
+220.8%
-149.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | 0.0% | -2.9% | -2.8% |
| 7D | -7.0% | -2.2% | -4.8% | -6.3% |
| 30D | -8.9% | -5.6% | -3.3% | -7.0% |
| 3M | +1.0% | +17.2% | -16.3% | -5.1% |
| 6M | -3.7% | +23.2% | -27.0% | -11.4% |
| YTD | -13.0% | +23.6% | -36.6% | -20.3% |
| 1Y | -25.5% | +29.2% | -54.7% | -33.2% |
| 3Y | +50.5% | +153.8% | -103.4% | -4.1% |
| 5Y | +76.2% | +116.1% | -39.9% | +16.4% |
| All | +71.0% | +220.8% | -149.9% | -27.1% |
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