+42.5%
UBER vs APD
+11.7%
+30.8%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.2% | -0.1% |
| 7D | +5.1% | -3.7% | +8.8% | +5.5% |
| 30D | +0.2% | +9.6% | -9.4% | -0.5% |
| 3M | -2.7% | +1.6% | -4.3% | -2.8% |
| 6M | -13.4% | +2.2% | -15.5% | -13.3% |
| YTD | -16.1% | +25.9% | -41.9% | -18.2% |
| 1Y | -25.5% | +20.1% | -45.7% | -27.1% |
| 3Y | +42.5% | +12.4% | +30.1% | +38.6% |
| All | +42.5% | +11.7% | +30.8% | +38.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling