+4.4%
UBER vs AS
+123.4%
-119.0%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.8% | +1.7% | +1.0% |
| 7D | +1.6% | -4.9% | +6.5% | +2.8% |
| 30D | +0.6% | +3.9% | -3.3% | -0.3% |
| 3M | -8.2% | -9.6% | +1.4% | -6.2% |
| 6M | -6.7% | -8.7% | +2.0% | -5.2% |
| YTD | -14.7% | -19.8% | +5.1% | -11.2% |
| 1Y | -24.1% | -1.5% | -22.5% | -24.8% |
| All | +4.4% | +123.4% | -119.0% | -18.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling