+78.9%
UBER vs BG
+81.8%
-2.9%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.7% | +0.5% | -1.0% |
| 7D | -5.4% | +3.1% | -8.5% | -5.9% |
| 30D | -4.9% | +10.2% | -15.1% | -6.4% |
| 3M | +3.0% | -1.7% | +4.7% | +3.0% |
| 6M | -4.4% | +1.0% | -5.4% | -5.1% |
| YTD | -12.3% | +39.9% | -52.2% | -18.6% |
| 1Y | -24.3% | +53.2% | -77.5% | -31.4% |
| 3Y | +46.4% | +16.3% | +30.2% | +38.1% |
| All | +78.9% | +81.8% | -2.9% | +55.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BG.
Daily Out/Under-Performance
Portfolio return minus BG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BG 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 BG 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