+75.9%
UBER vs B
+325.6%
-249.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.5% | -2.0% | -3.2% |
| 7D | -2.8% | +2.3% | -5.1% | -3.2% |
| 30D | -2.5% | +1.4% | -3.9% | -2.9% |
| 3M | +4.4% | +12.2% | -7.8% | +1.8% |
| 6M | -2.7% | -2.1% | -0.5% | -3.2% |
| YTD | -10.5% | +2.9% | -13.4% | -12.4% |
| 1Y | -22.5% | +55.3% | -77.8% | -30.6% |
| 3Y | +54.8% | +198.7% | -143.9% | +19.2% |
| 5Y | +82.5% | +153.8% | -71.3% | +41.6% |
| All | +75.9% | +325.6% | -249.7% | +30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 10y: compounded portfolio wealth divided by compounded B 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…
10y analysis · Full analysis span regression · 6 months rolling