+5.9%
UBER vs AS
+131.9%
-126.0%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.4% | +3.3% | +1.5% |
| 7D | +1.2% | -3.0% | +4.2% | +1.9% |
| 30D | -1.1% | +9.6% | -10.7% | -3.2% |
| 3M | -10.0% | -8.2% | -1.8% | -8.4% |
| 6M | -7.2% | -9.9% | +2.7% | -5.4% |
| YTD | -13.5% | -16.8% | +3.3% | -10.7% |
| 1Y | -24.5% | +3.0% | -27.5% | -26.0% |
| All | +5.9% | +131.9% | -126.0% | -17.6% |
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 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