+85.0%
UBER vs B
+153.8%
-68.8%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.2% | +1.9% | +0.1% |
| 7D | -3.9% | -1.6% | -2.3% | -3.7% |
| 30D | +11.1% | +9.4% | +1.7% | +9.6% |
| 3M | +4.9% | +5.0% | -0.1% | +3.9% |
| 6M | -1.2% | -3.5% | +2.4% | -1.4% |
| YTD | -7.3% | +4.5% | -11.7% | -9.1% |
| 1Y | -17.6% | +67.8% | -85.4% | -25.7% |
| 3Y | +61.1% | +196.7% | -135.6% | +30.7% |
| All | +85.0% | +153.8% | -68.8% | +41.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling