-24.1%
UBER vs DOW
+56.5%
-80.6%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.2% | +0.8% |
| 7D | +1.6% | +5.2% | -3.6% | +2.1% |
| 30D | +0.6% | +13.2% | -12.6% | +1.5% |
| 3M | -8.2% | +10.1% | -18.2% | -7.5% |
| 6M | -6.7% | -13.1% | +6.4% | -8.9% |
| YTD | -14.7% | +46.1% | -60.8% | -15.2% |
| 1Y | -24.1% | +50.0% | -74.1% | -24.2% |
| All | -24.1% | +56.5% | -80.6% | -24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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