+74.5%
UBER vs BLK
+176.5%
-101.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.9% | +3.0% | +2.7% |
| 7D | -4.5% | -5.2% | +0.7% | -1.0% |
| 30D | -7.6% | -7.0% | -0.6% | -3.1% |
| 3M | +5.8% | +5.7% | +0.1% | +1.0% |
| 6M | +0.3% | +11.0% | -10.7% | -8.1% |
| YTD | -11.2% | +0.9% | -12.1% | -14.0% |
| 1Y | -23.0% | -1.6% | -21.4% | -24.4% |
| 3Y | +53.6% | +64.5% | -10.9% | +0.4% |
| 5Y | +81.9% | +30.9% | +51.0% | +38.7% |
| All | +74.5% | +176.5% | -101.9% | -26.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling