+67.6%
UBER vs AR
+386.1%
-318.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | +1.6% | +7.4% | -5.8% | +0.7% |
| 30D | +0.6% | +5.8% | -5.2% | -0.3% |
| 3M | -8.2% | +5.2% | -13.4% | -9.0% |
| 6M | -6.7% | +5.4% | -12.2% | -7.7% |
| YTD | -14.7% | +12.4% | -27.1% | -16.8% |
| 1Y | -24.1% | +12.8% | -36.9% | -26.0% |
| 3Y | +33.4% | +47.2% | -13.8% | +23.8% |
| 5Y | +54.5% | +101.1% | -46.7% | +35.5% |
| All | +67.6% | +386.1% | -318.4% | +36.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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