-25.6%
UBER vs AS
+6.1%
-31.6%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.8% | +0.3% | -1.1% |
| 7D | +5.2% | +4.5% | +0.7% | +4.1% |
| 30D | -2.0% | +13.2% | -15.3% | -4.8% |
| 3M | -10.2% | -11.9% | +1.7% | -8.1% |
| 6M | -7.2% | -11.6% | +4.4% | -5.3% |
| YTD | -14.3% | -14.7% | +0.4% | -12.7% |
| 1Y | -25.6% | +5.7% | -31.3% | -23.6% |
| All | -25.6% | +6.1% | -31.6% | -23.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling