+48.3%
UBER vs B
+190.9%
-142.6%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.5% | +4.6% | +2.4% |
| 7D | -4.5% | -5.0% | +0.6% | -3.9% |
| 30D | -7.6% | +8.7% | -16.3% | -8.6% |
| 3M | +5.8% | +17.3% | -11.6% | +3.4% |
| 6M | +0.3% | -5.0% | +5.3% | +0.2% |
| YTD | -11.2% | +1.4% | -12.6% | -12.6% |
| 1Y | -23.0% | +50.5% | -73.5% | -28.9% |
| All | +48.3% | +190.9% | -142.6% | +27.3% |
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