+45.2%
UBER vs BROS
+62.9%
-17.7%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BROS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.0% | -0.8% | -2.5% |
| 7D | -7.0% | -6.6% | -0.4% | -6.1% |
| 30D | -8.9% | -12.3% | +3.4% | -7.2% |
| 3M | +1.0% | -22.2% | +23.2% | +3.8% |
| 6M | -3.7% | -14.3% | +10.5% | -2.9% |
| YTD | -13.0% | -26.6% | +13.6% | -10.4% |
| 1Y | -25.5% | -31.5% | +6.0% | -22.7% |
| All | +45.2% | +62.9% | -17.7% | +21.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BROS.
Daily Out/Under-Performance
Portfolio return minus BROS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BROS 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 BROS 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