+49.5%
UBER vs ALLE
+49.9%
-0.4%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.7% | +0.2% |
| 7D | +5.1% | -0.6% | +5.7% | +5.4% |
| 30D | +0.2% | +25.3% | -25.1% | -11.3% |
| 3M | -2.7% | +10.3% | -13.0% | -7.9% |
| 6M | -13.4% | +38.0% | -51.4% | -28.0% |
| YTD | -16.1% | +17.8% | -33.8% | -24.8% |
| 1Y | -25.5% | +13.6% | -39.1% | -32.0% |
| 3Y | +42.5% | +89.2% | -46.7% | -9.8% |
| All | +49.5% | +49.9% | -0.4% | +13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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