-26.2%
UBER vs BWA
+17.4%
-43.6%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -2.5% | +7.4% | +4.7% |
| 7D | +7.0% | -9.9% | +16.9% | +6.4% |
| 30D | +0.6% | -16.4% | +16.9% | -0.5% |
| 3M | -2.9% | -19.8% | +16.9% | -4.1% |
| 6M | -5.5% | -10.0% | +4.5% | -6.3% |
| YTD | -14.5% | +12.7% | -27.2% | -16.8% |
| 1Y | -26.2% | +15.7% | -41.9% | -27.7% |
| All | -26.2% | +17.4% | -43.6% | -27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 1y: compounded portfolio wealth divided by compounded BWA 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…
1y analysis · Full analysis span regression · 6 months rolling