+75.9%
UBER vs DOW
-15.7%
+91.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.4% | -3.9% | -3.6% |
| 7D | -2.8% | -2.9% | +0.1% | -1.8% |
| 30D | -2.5% | +2.0% | -4.5% | -3.4% |
| 3M | +4.4% | -12.5% | +16.9% | +8.8% |
| 6M | -2.7% | -9.2% | +6.5% | -2.1% |
| YTD | -10.5% | +30.8% | -41.3% | -23.9% |
| 1Y | -22.5% | +29.4% | -51.9% | -34.9% |
| 3Y | +54.8% | -34.6% | +89.4% | +72.2% |
| 5Y | +82.5% | -35.9% | +118.5% | +102.4% |
| All | +75.9% | -15.7% | +91.7% | +59.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling