+76.2%
UBER vs AME
+83.9%
-7.7%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.2% | -2.4% |
| 7D | -7.0% | +1.3% | -8.3% | -7.9% |
| 30D | -8.9% | -6.6% | -2.3% | -4.8% |
| 3M | +1.0% | +3.0% | -2.0% | -2.3% |
| 6M | -3.7% | +5.3% | -9.0% | -9.1% |
| YTD | -13.0% | +15.4% | -28.4% | -24.0% |
| 1Y | -25.5% | +26.8% | -52.3% | -40.1% |
| 3Y | +50.5% | +56.5% | -6.1% | -3.6% |
| 5Y | +76.2% | +85.2% | -9.1% | -5.7% |
| All | +76.2% | +83.9% | -7.7% | -5.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling