+89.1%
UBER vs AMT
-31.2%
+120.2%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.8% | 0.0% |
| 7D | -3.9% | -0.2% | -3.7% | -3.9% |
| 30D | +11.1% | +4.6% | +6.5% | +9.9% |
| 3M | +4.9% | -8.4% | +13.4% | +6.8% |
| 6M | -1.2% | -6.0% | +4.9% | -0.1% |
| YTD | -7.3% | +2.1% | -9.4% | -8.4% |
| 1Y | -17.6% | -6.4% | -11.3% | -17.0% |
| 3Y | +61.1% | +8.1% | +53.0% | +48.2% |
| All | +89.1% | -31.2% | +120.2% | +103.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 AMT 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