+75.9%
UBER vs ALLY
+80.9%
-5.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.3% | -0.2% | -1.9% |
| 7D | -2.8% | +1.0% | -3.8% | -3.3% |
| 30D | -2.5% | -3.3% | +0.8% | -1.1% |
| 3M | +4.4% | +0.5% | +3.9% | +3.9% |
| 6M | -2.7% | +12.6% | -15.3% | -8.7% |
| YTD | -10.5% | -4.7% | -5.8% | -9.5% |
| 1Y | -22.5% | +5.2% | -27.7% | -25.9% |
| 3Y | +54.8% | +66.5% | -11.7% | +12.4% |
| 5Y | +82.5% | +0.2% | +82.3% | +66.4% |
| All | +75.9% | +80.9% | -5.0% | -4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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