+45.0%
UBER vs ARM
+223.5%
-178.5%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.6% | +1.0% | -1.3% |
| 7D | +5.2% | -10.4% | +15.6% | +6.4% |
| 30D | -2.0% | -31.8% | +29.8% | +2.4% |
| 3M | -10.2% | -32.2% | +22.0% | -6.9% |
| 6M | -7.2% | -14.9% | +7.7% | -9.4% |
| YTD | -14.3% | +66.0% | -80.3% | -26.1% |
| 1Y | -25.6% | +17.2% | -42.8% | -32.0% |
| 3Y | +35.8% | +247.2% | -211.4% | -3.1% |
| All | +45.0% | +223.5% | -178.5% | +9.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ARM.
Daily Out/Under-Performance
Portfolio return minus ARM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARM 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 ARM 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