-25.5%
UBER vs D
+17.3%
-42.8%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.7% | -1.1% | -3.1% |
| 7D | -7.0% | -0.4% | -6.6% | -7.1% |
| 30D | -8.9% | -2.1% | -6.8% | -9.2% |
| 3M | +1.0% | -0.7% | +1.7% | +1.2% |
| 6M | -3.7% | +5.6% | -9.3% | -2.6% |
| YTD | -13.0% | +14.6% | -27.6% | -11.0% |
| 1Y | -25.5% | +15.3% | -40.9% | -23.2% |
| All | -25.5% | +17.3% | -42.8% | -23.2% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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