+71.0%
UBER vs BBY
+63.1%
+7.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.5% | -1.3% | -2.2% |
| 7D | -7.0% | +1.2% | -8.2% | -7.5% |
| 30D | -8.9% | +6.8% | -15.7% | -11.5% |
| 3M | +1.0% | +18.7% | -17.8% | -6.3% |
| 6M | -3.7% | +37.3% | -41.0% | -17.1% |
| YTD | -13.0% | +35.3% | -48.3% | -25.1% |
| 1Y | -25.5% | +20.7% | -46.2% | -33.2% |
| 3Y | +50.5% | +39.4% | +11.0% | +18.5% |
| 5Y | +76.2% | -1.5% | +77.6% | +57.4% |
| All | +71.0% | +63.1% | +7.9% | +0.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling