+59.8%
UBER vs BA
-24.6%
+84.4%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.9% | +0.8% |
| 7D | +1.6% | -1.1% | +2.7% | +2.1% |
| 30D | +0.6% | -7.1% | +7.7% | +3.4% |
| 3M | -8.2% | -25.5% | +17.4% | +3.7% |
| 6M | -6.7% | -28.7% | +22.0% | +6.5% |
| YTD | -14.7% | -21.0% | +6.3% | -8.1% |
| 1Y | -24.1% | -11.9% | -12.2% | -22.5% |
| 3Y | +33.4% | -16.2% | +49.6% | +31.0% |
| All | +59.8% | -24.6% | +84.4% | +71.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling