+2.8%
UBER vs AS
+134.9%
-132.1%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.8% | -0.4% |
| 7D | +5.1% | +6.9% | -1.8% | +3.5% |
| 30D | +0.2% | +16.0% | -15.8% | -3.2% |
| 3M | -2.7% | -12.8% | +10.2% | +0.1% |
| 6M | -13.4% | -15.4% | +2.0% | -10.5% |
| YTD | -16.1% | -15.7% | -0.3% | -13.6% |
| 1Y | -25.5% | +6.1% | -31.6% | -27.5% |
| All | +2.8% | +134.9% | -132.1% | -20.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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