-24.5%
UBER vs BA
-10.4%
-14.1%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | +0.8% |
| 7D | +1.2% | -1.4% | +2.5% | +1.5% |
| 30D | -1.1% | -7.9% | +6.7% | +0.4% |
| 3M | -10.0% | -25.2% | +15.2% | -4.4% |
| 6M | -7.2% | -26.7% | +19.5% | -1.6% |
| YTD | -13.5% | -19.6% | +6.1% | -13.1% |
| 1Y | -24.5% | -10.6% | -13.9% | -27.7% |
| All | -24.5% | -10.4% | -14.1% | -27.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling