+3.1%
UBER vs AS
+133.7%
-130.7%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.3% | +0.7% | -1.0% |
| 7D | +4.6% | +7.1% | -2.5% | +3.0% |
| 30D | -0.4% | +12.8% | -13.3% | -3.2% |
| 3M | +0.9% | -14.7% | +15.6% | +4.3% |
| 6M | -5.7% | -9.9% | +4.2% | -3.9% |
| YTD | -15.8% | -16.1% | +0.3% | -13.3% |
| 1Y | -25.8% | +0.2% | -26.0% | -26.9% |
| All | +3.1% | +133.7% | -130.7% | -19.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling