-24.4%
UBER vs ARM
+17.6%
-41.9%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +6.7% | -2.9% | +3.4% |
| 7D | +6.7% | -5.3% | +12.0% | +6.9% |
| 30D | -0.5% | -30.0% | +29.6% | +1.2% |
| 3M | -5.1% | -34.1% | +28.9% | -3.4% |
| 6M | -5.7% | -12.6% | +7.0% | -9.0% |
| YTD | -12.9% | +70.4% | -83.3% | -25.9% |
| All | -24.4% | +17.6% | -41.9% | -25.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling