+82.2%
UBER vs AMC
-97.9%
+180.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.3% | -4.6% | -0.4% |
| 7D | -3.9% | +2.3% | -6.2% | -4.0% |
| 30D | +11.1% | -0.7% | +11.9% | +11.1% |
| 3M | +4.9% | +35.2% | -30.3% | +3.1% |
| 6M | -1.2% | +124.6% | -125.7% | -5.1% |
| YTD | -7.3% | +69.9% | -77.2% | -10.1% |
| 1Y | -17.6% | -2.6% | -15.1% | -18.5% |
| 3Y | +61.1% | -79.8% | +140.8% | +64.3% |
| 5Y | +87.9% | -99.4% | +187.3% | +105.8% |
| All | +82.2% | -97.9% | +180.2% | +74.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling