+33.4%
UBER vs ALL
+117.7%
-84.3%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.5% | +0.8% |
| 7D | +1.6% | +5.0% | -3.4% | +1.1% |
| 30D | +0.6% | +13.3% | -12.7% | -0.7% |
| 3M | -8.2% | +3.2% | -11.3% | -8.5% |
| 6M | -6.7% | +25.3% | -32.1% | -8.4% |
| YTD | -14.7% | +30.5% | -45.2% | -16.4% |
| 1Y | -24.1% | +29.2% | -53.3% | -25.6% |
| 3Y | +33.4% | +119.1% | -85.7% | +29.8% |
| All | +33.4% | +117.7% | -84.3% | +29.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling