+85.0%
UBER vs AMC
-99.4%
+184.4%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.3% | -4.6% | -0.8% |
| 7D | -3.9% | +2.3% | -6.2% | -4.2% |
| 30D | +11.1% | -0.7% | +11.9% | +11.0% |
| 3M | +4.9% | +35.2% | -30.3% | -0.5% |
| 6M | -1.2% | +124.6% | -125.7% | -12.6% |
| YTD | -7.3% | +69.9% | -77.2% | -15.7% |
| 1Y | -17.6% | -2.6% | -15.1% | -20.2% |
| 3Y | +61.1% | -79.8% | +140.8% | +76.2% |
| All | +85.0% | -99.4% | +184.4% | +204.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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