+74.5%
UBER vs DHI
+238.3%
-163.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.4% | +4.5% | +3.1% |
| 7D | -4.5% | -6.1% | +1.6% | -1.9% |
| 30D | -7.6% | -10.1% | +2.5% | -3.4% |
| 3M | +5.8% | -7.3% | +13.1% | +8.8% |
| 6M | +0.3% | -6.1% | +6.4% | +1.9% |
| YTD | -11.2% | -5.0% | -6.2% | -11.1% |
| 1Y | -23.0% | -22.1% | -0.9% | -16.6% |
| 3Y | +53.6% | +19.2% | +34.4% | +26.1% |
| 5Y | +81.9% | +59.4% | +22.5% | +22.8% |
| All | +74.5% | +238.3% | -163.7% | -34.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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