+53.2%
UBER vs BB
-14.0%
+67.2%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.0% | +0.8% | -1.4% |
| 7D | +0.5% | +9.0% | -8.5% | -1.8% |
| 30D | -3.1% | +7.7% | -10.8% | -5.8% |
| 3M | -8.3% | +4.0% | -12.3% | -11.1% |
| 6M | -9.5% | +46.6% | -56.1% | -24.5% |
| YTD | -15.4% | +140.6% | -156.0% | -40.9% |
| 1Y | -26.1% | +103.1% | -129.2% | -45.6% |
| 3Y | +34.0% | +150.5% | -116.5% | -18.0% |
| 5Y | +53.2% | -15.4% | +68.6% | +87.1% |
| All | +53.2% | -14.0% | +67.2% | +87.1% |
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