+42.5%
UBER vs B
+165.5%
-123.0%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.8% | -0.4% |
| 7D | +5.1% | +9.6% | -4.5% | +3.8% |
| 30D | +0.2% | +3.5% | -3.3% | -0.4% |
| 3M | -2.7% | -1.6% | -1.1% | -2.8% |
| 6M | -13.4% | -1.7% | -11.7% | -13.7% |
| YTD | -16.1% | -5.3% | -10.7% | -16.8% |
| 1Y | -25.5% | +27.2% | -52.8% | -29.9% |
| 3Y | +42.5% | +166.1% | -123.6% | +20.9% |
| All | +42.5% | +165.5% | -123.0% | +20.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling