+68.5%
UBER vs BA
-49.8%
+118.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.6% | -2.2% | -1.8% |
| 7D | +5.2% | 0.0% | +5.1% | +5.2% |
| 30D | -2.0% | -8.9% | +6.9% | +1.4% |
| 3M | -10.2% | -25.5% | +15.3% | +0.8% |
| 6M | -7.2% | -27.0% | +19.8% | +4.2% |
| YTD | -14.3% | -20.1% | +5.9% | -8.1% |
| 1Y | -25.6% | -11.0% | -14.6% | -24.0% |
| 3Y | +35.8% | -11.8% | +47.6% | +32.1% |
| 5Y | +61.5% | -20.6% | +82.1% | +60.1% |
| All | +68.5% | -49.8% | +118.3% | +69.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling