+72.4%
UBER vs BNY
+318.1%
-245.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.3% | -1.3% |
| 7D | -5.4% | -1.3% | -4.1% | -4.6% |
| 30D | -4.9% | -0.2% | -4.7% | -4.9% |
| 3M | +3.0% | +14.9% | -11.9% | -5.9% |
| 6M | -4.4% | +40.0% | -44.4% | -22.5% |
| YTD | -12.3% | +42.0% | -54.3% | -29.9% |
| 1Y | -24.3% | +56.9% | -81.2% | -43.2% |
| 3Y | +46.4% | +289.9% | -243.4% | -38.5% |
| 5Y | +79.7% | +259.2% | -179.5% | -21.4% |
| All | +72.4% | +318.1% | -245.7% | -36.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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