+76.2%
UBER vs BB
-25.5%
+101.6%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.5% | -1.3% | -2.4% |
| 7D | -7.0% | +1.8% | -8.9% | -7.5% |
| 30D | -8.9% | -12.2% | +3.3% | -6.0% |
| 3M | +1.0% | -12.3% | +13.3% | +1.5% |
| 6M | -3.7% | +122.7% | -126.4% | -30.0% |
| YTD | -13.0% | +104.5% | -117.5% | -35.1% |
| 1Y | -25.5% | +106.7% | -132.2% | -45.3% |
| 3Y | +50.5% | +70.0% | -19.5% | +7.9% |
| 5Y | +76.2% | -27.8% | +103.9% | +78.9% |
| All | +76.2% | -25.5% | +101.6% | +78.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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