+71.2%
UBER vs BA
-50.1%
+121.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.6% | +4.3% | +4.0% |
| 7D | +6.7% | -1.7% | +8.4% | +7.5% |
| 30D | -0.5% | -9.5% | +9.0% | +3.3% |
| 3M | -5.1% | -26.5% | +21.3% | +7.1% |
| 6M | -5.7% | -27.4% | +21.7% | +6.2% |
| YTD | -12.9% | -20.6% | +7.7% | -6.4% |
| 1Y | -22.6% | -11.4% | -11.2% | -20.9% |
| 3Y | +42.2% | -10.8% | +53.0% | +37.6% |
| 5Y | +56.4% | -21.9% | +78.3% | +56.1% |
| All | +71.2% | -50.1% | +121.3% | +72.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 BA 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