+33.4%
UBER vs AR
+48.6%
-15.2%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | -0.4% |
| 3M | -8.2% | +5.2% | -13.4% | -9.1% |
| 6M | -6.7% | +5.4% | -12.2% | -7.8% |
| YTD | -14.7% | +12.4% | -27.1% | -17.4% |
| 1Y | -24.1% | +12.8% | -36.9% | -26.5% |
| 3Y | +33.4% | +47.2% | -13.8% | +20.8% |
| All | +33.4% | +48.6% | -15.2% | +20.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling