+82.2%
UBER vs BN
+160.7%
-78.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.1% |
| 7D | -3.9% | -2.5% | -1.4% | -2.5% |
| 30D | +11.1% | -9.5% | +20.6% | +17.9% |
| 3M | +4.9% | -10.4% | +15.3% | +11.7% |
| 6M | -1.2% | -6.4% | +5.2% | +1.6% |
| YTD | -7.3% | -11.9% | +4.6% | -2.0% |
| 1Y | -17.6% | -8.6% | -9.0% | -15.5% |
| 3Y | +61.1% | +77.6% | -16.5% | +0.8% |
| 5Y | +87.9% | +37.0% | +50.9% | +40.7% |
| All | +82.2% | +160.7% | -78.4% | -16.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling