+71.0%
UBER vs BX
+326.3%
-255.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.7% | +0.9% | -0.9% |
| 7D | -7.0% | -5.7% | -1.4% | -4.2% |
| 30D | -8.9% | -8.9% | 0.0% | -4.6% |
| 3M | +1.0% | +8.4% | -7.4% | -4.1% |
| 6M | -3.7% | +18.9% | -22.7% | -13.8% |
| YTD | -13.0% | -13.6% | +0.6% | -8.7% |
| 1Y | -25.5% | -22.4% | -3.1% | -17.7% |
| 3Y | +50.5% | +26.0% | +24.5% | +18.5% |
| 5Y | +76.2% | +18.8% | +57.4% | +36.2% |
| All | +71.0% | +326.3% | -255.3% | -44.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BX.
Daily Out/Under-Performance
Portfolio return minus BX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BX 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 BX 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