+72.4%
UBER vs AME
+199.0%
-126.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.3% | -4.5% | -3.5% |
| 7D | -5.4% | +1.7% | -7.1% | -6.6% |
| 30D | -4.9% | -6.4% | +1.5% | -0.7% |
| 3M | +3.0% | +7.1% | -4.0% | -3.1% |
| 6M | -4.4% | +8.2% | -12.6% | -11.4% |
| YTD | -12.3% | +18.2% | -30.5% | -24.4% |
| 1Y | -24.3% | +26.7% | -51.1% | -38.5% |
| 3Y | +46.4% | +60.7% | -14.3% | -3.5% |
| 5Y | +79.7% | +91.6% | -11.9% | +3.0% |
| All | +72.4% | +199.0% | -126.6% | -32.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AME.
Daily Out/Under-Performance
Portfolio return minus AME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AME 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 AME 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