+54.8%
UBER vs BN
+79.0%
-24.2%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.6% | -0.9% | -2.4% |
| 7D | -2.8% | -1.2% | -1.6% | -2.3% |
| 30D | -2.5% | -10.9% | +8.4% | +2.3% |
| 3M | +4.4% | -11.1% | +15.5% | +9.4% |
| 6M | -2.7% | -4.4% | +1.7% | -1.7% |
| YTD | -10.5% | -14.1% | +3.6% | -5.8% |
| 1Y | -22.5% | -11.1% | -11.4% | -20.1% |
| 3Y | +54.8% | +75.6% | -20.7% | +9.7% |
| All | +54.8% | +79.0% | -24.2% | +9.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling