+82.5%
UBER vs ALL
+117.0%
-34.5%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.4% | -1.1% | -3.1% |
| 7D | -2.8% | -1.7% | -1.1% | -2.5% |
| 30D | -2.5% | -4.7% | +2.2% | -1.8% |
| 3M | +4.4% | +18.4% | -14.0% | +1.5% |
| 6M | -2.7% | +20.5% | -23.2% | -5.7% |
| YTD | -10.5% | +23.5% | -34.0% | -13.7% |
| 1Y | -22.5% | +29.0% | -51.5% | -25.9% |
| 3Y | +54.8% | +153.7% | -98.9% | +26.4% |
| 5Y | +82.5% | +114.8% | -32.3% | +53.1% |
| All | +82.5% | +117.0% | -34.5% | +53.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling