+71.0%
UBER vs BTG
+164.0%
-93.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.7% | -4.5% | -3.1% |
| 7D | -7.0% | +2.4% | -9.4% | -7.4% |
| 30D | -8.9% | +9.5% | -18.4% | -10.4% |
| 3M | +1.0% | +38.5% | -37.5% | -4.8% |
| 6M | -3.7% | +5.6% | -9.4% | -6.0% |
| YTD | -13.0% | +23.9% | -36.9% | -18.3% |
| 1Y | -25.5% | +32.1% | -57.7% | -31.5% |
| 3Y | +50.5% | +103.2% | -52.7% | +23.6% |
| 5Y | +76.2% | +79.7% | -3.6% | +44.7% |
| All | +71.0% | +164.0% | -93.0% | +27.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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