-26.1%
UBER vs ED
+24.2%
-50.3%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.1% | -2.3% | -2.2% |
| 7D | +0.5% | -1.7% | +2.2% | +0.4% |
| 30D | -3.1% | +10.7% | -13.8% | -1.5% |
| 3M | -8.3% | +11.6% | -19.9% | -6.7% |
| 6M | -9.5% | +13.5% | -23.0% | -6.5% |
| YTD | -15.4% | +23.1% | -38.5% | -14.5% |
| 1Y | -26.1% | +23.1% | -49.2% | -25.0% |
| All | -26.1% | +24.2% | -50.3% | -25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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