+58.5%
UBER vs BTDR
+26.7%
+31.8%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.3% | -5.8% | -3.6% |
| 7D | -2.8% | +22.4% | -25.2% | -3.9% |
| 30D | -2.5% | +16.5% | -19.0% | -3.7% |
| 3M | +4.4% | -31.5% | +35.9% | +5.8% |
| 6M | -2.7% | +74.0% | -76.7% | -7.0% |
| YTD | -10.5% | +13.0% | -23.5% | -13.0% |
| 1Y | -22.5% | -0.2% | -22.3% | -25.0% |
| 3Y | +54.8% | +9.9% | +44.9% | +39.1% |
| 5Y | +82.5% | +28.1% | +54.4% | +50.8% |
| All | +58.5% | +26.7% | +31.8% | +32.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 BTDR 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