+72.4%
UBER vs BN
+147.2%
-74.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.4% | -1.7% | -1.5% |
| 7D | -5.4% | -5.2% | -0.2% | -2.3% |
| 30D | -4.9% | -14.5% | +9.6% | +4.5% |
| 3M | +3.0% | -15.0% | +18.0% | +13.3% |
| 6M | -4.4% | -5.4% | +1.0% | -2.3% |
| YTD | -12.3% | -16.4% | +4.1% | -4.3% |
| 1Y | -24.3% | -16.2% | -8.1% | -17.9% |
| 3Y | +46.4% | +67.5% | -21.1% | -5.0% |
| 5Y | +79.7% | +34.1% | +45.5% | +36.3% |
| All | +72.4% | +147.2% | -74.7% | -18.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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