+85.0%
UBER vs D
+5.6%
+79.4%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.2% | -0.2% |
| 7D | -3.9% | +1.5% | -5.3% | -4.0% |
| 30D | +11.1% | -2.6% | +13.7% | +11.3% |
| 3M | +4.9% | 0.0% | +4.9% | +4.9% |
| 6M | -1.2% | +7.4% | -8.5% | -1.9% |
| YTD | -7.3% | +15.9% | -23.1% | -8.8% |
| 1Y | -17.6% | +18.1% | -35.8% | -19.2% |
| 3Y | +61.1% | +58.4% | +2.7% | +49.4% |
| All | +85.0% | +5.6% | +79.4% | +73.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling