+78.9%
UBER vs BLK
+32.0%
+46.8%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.6% | -2.9% | -2.3% |
| 7D | -5.4% | -3.3% | -2.1% | -3.4% |
| 30D | -4.9% | -6.5% | +1.6% | -0.8% |
| 3M | +3.0% | +6.7% | -3.7% | -2.0% |
| 6M | -4.4% | +14.7% | -19.1% | -13.9% |
| YTD | -12.3% | +2.5% | -14.8% | -15.7% |
| 1Y | -24.3% | -2.8% | -21.5% | -24.8% |
| 3Y | +46.4% | +65.9% | -19.4% | -6.8% |
| All | +78.9% | +32.0% | +46.8% | +33.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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