+82.2%
UBER vs AR
+394.5%
-312.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | -0.2% |
| 7D | -3.9% | +2.5% | -6.4% | -4.2% |
| 30D | +11.1% | +14.8% | -3.7% | +9.2% |
| 3M | +4.9% | +6.2% | -1.3% | +4.0% |
| 6M | -1.2% | +4.3% | -5.4% | -2.1% |
| YTD | -7.3% | +14.4% | -21.6% | -9.5% |
| 1Y | -17.6% | +21.3% | -39.0% | -20.3% |
| 3Y | +61.1% | +39.8% | +21.3% | +50.5% |
| 5Y | +87.9% | +142.1% | -54.2% | +61.5% |
| All | +82.2% | +394.5% | -312.2% | +48.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling