+46.4%
UBER vs AU
+577.5%
-531.0%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.7% | -1.3% |
| 7D | -5.4% | -4.3% | -1.1% | -5.1% |
| 30D | -4.9% | +7.3% | -12.2% | -5.5% |
| 3M | +3.0% | +26.3% | -23.3% | +1.1% |
| 6M | -4.4% | +1.8% | -6.2% | -5.3% |
| YTD | -12.3% | +26.8% | -39.1% | -15.2% |
| 1Y | -24.3% | +66.7% | -91.0% | -28.8% |
| 3Y | +46.4% | +579.1% | -532.6% | +25.3% |
| All | +46.4% | +577.5% | -531.0% | +25.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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