+67.6%
UBER vs BN
+165.4%
-97.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.6% | +2.4% | +1.8% |
| 7D | +1.6% | -1.0% | +2.6% | +2.2% |
| 30D | +0.6% | +14.0% | -13.4% | -7.2% |
| 3M | -8.2% | -9.0% | +0.9% | -3.0% |
| 6M | -6.7% | -8.8% | +2.1% | -2.3% |
| YTD | -14.7% | -10.3% | -4.5% | -11.0% |
| 1Y | -24.1% | -5.8% | -18.3% | -23.4% |
| 3Y | +33.4% | +94.8% | -61.4% | -21.3% |
| 5Y | +54.5% | +31.5% | +23.0% | +18.4% |
| All | +67.6% | +165.4% | -97.8% | -24.1% |
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