-22.5%
UBER vs B
+56.5%
-79.0%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.5% | -2.0% | -3.3% |
| 7D | -2.8% | +2.3% | -5.1% | -3.0% |
| 30D | -2.5% | +1.4% | -3.9% | -2.7% |
| 3M | +4.4% | +12.2% | -7.8% | +3.1% |
| 6M | -2.7% | -2.1% | -0.5% | -3.4% |
| YTD | -10.5% | +2.9% | -13.4% | -12.7% |
| 1Y | -22.5% | +55.3% | -77.8% | -30.6% |
| All | -22.5% | +56.5% | -79.0% | -30.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling