+72.4%
UBER vs BBY
+68.3%
+4.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.1% | -4.3% | -2.5% |
| 7D | -5.4% | +0.6% | -6.0% | -5.6% |
| 30D | -4.9% | +9.4% | -14.3% | -8.6% |
| 3M | +3.0% | +19.3% | -16.3% | -4.6% |
| 6M | -4.4% | +47.9% | -52.3% | -20.2% |
| YTD | -12.3% | +39.6% | -51.8% | -25.4% |
| 1Y | -24.3% | +22.2% | -46.5% | -32.4% |
| 3Y | +46.4% | +45.0% | +1.5% | +13.4% |
| 5Y | +79.7% | +2.6% | +77.1% | +57.7% |
| All | +72.4% | +68.3% | +4.2% | -0.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 10y: compounded portfolio wealth divided by compounded BBY 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…
10y analysis · Full analysis span regression · 6 months rolling