+35.3%
UBER vs AME
+62.6%
-27.3%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.6% | +0.3% | +0.7% |
| 7D | +1.2% | +1.1% | +0.1% | +0.7% |
| 30D | -1.1% | -4.1% | +2.9% | +0.1% |
| 3M | -10.0% | -6.3% | -3.7% | -8.1% |
| 6M | -7.2% | +3.5% | -10.7% | -10.3% |
| YTD | -13.5% | +17.3% | -30.8% | -22.6% |
| 1Y | -24.5% | +22.0% | -46.5% | -34.1% |
| All | +35.3% | +62.6% | -27.3% | -3.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling