-22.5%
UBER vs AR
+17.5%
-40.0%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.8% | -2.6% | -3.4% |
| 7D | -2.8% | -1.8% | -1.0% | -2.7% |
| 30D | -2.5% | +12.6% | -15.1% | -3.4% |
| 3M | +4.4% | +10.0% | -5.6% | +3.6% |
| 6M | -2.7% | +0.6% | -3.3% | -3.6% |
| YTD | -10.5% | +13.4% | -23.9% | -13.2% |
| 1Y | -22.5% | +21.7% | -44.2% | -25.1% |
| All | -22.5% | +17.5% | -40.0% | -25.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling