+71.0%
UBER vs AU
+1,007.5%
-936.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.6% | -3.5% | -2.9% |
| 7D | -7.0% | +0.6% | -7.7% | -7.1% |
| 30D | -8.9% | +12.3% | -21.2% | -10.2% |
| 3M | +1.0% | +29.4% | -28.4% | -2.3% |
| 6M | -3.7% | +3.2% | -7.0% | -5.1% |
| YTD | -13.0% | +31.8% | -44.8% | -17.3% |
| 1Y | -25.5% | +83.4% | -108.9% | -32.5% |
| 3Y | +50.5% | +623.1% | -572.6% | +11.0% |
| 5Y | +76.2% | +700.5% | -624.3% | +24.7% |
| All | +71.0% | +1,007.5% | -936.5% | +49.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling