+65.0%
UBER vs BA
-49.8%
+114.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.8% | -0.5% |
| 7D | +5.1% | +1.1% | +4.0% | +4.7% |
| 30D | +0.2% | -7.9% | +8.1% | +3.3% |
| 3M | -2.7% | -25.3% | +22.7% | +9.2% |
| 6M | -13.4% | -24.6% | +11.2% | -4.1% |
| YTD | -16.1% | -20.1% | +4.1% | -10.0% |
| 1Y | -25.5% | -11.8% | -13.8% | -23.7% |
| 3Y | +42.5% | -10.1% | +52.6% | +37.4% |
| 5Y | +45.3% | -22.7% | +68.1% | +45.8% |
| All | +65.0% | -49.8% | +114.8% | +66.1% |
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