+71.0%
UBER vs APD
+72.0%
-1.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.8% | -2.0% | -2.5% |
| 7D | -7.0% | -4.6% | -2.4% | -5.4% |
| 30D | -8.9% | -4.2% | -4.7% | -7.4% |
| 3M | +1.0% | +5.0% | -4.0% | -1.2% |
| 6M | -3.7% | +8.9% | -12.7% | -7.7% |
| YTD | -13.0% | +21.9% | -34.9% | -20.8% |
| 1Y | -25.5% | +5.6% | -31.1% | -28.4% |
| 3Y | +50.5% | +6.9% | +43.6% | +39.4% |
| 5Y | +76.2% | +25.3% | +50.8% | +47.1% |
| All | +71.0% | +72.0% | -1.0% | +15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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