+54.8%
UBER vs ED
+35.1%
+19.7%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.9% | -4.4% | -3.3% |
| 7D | -2.8% | +0.5% | -3.3% | -2.7% |
| 30D | -2.5% | +1.1% | -3.6% | -2.3% |
| 3M | +4.4% | +4.6% | -0.3% | +5.6% |
| 6M | -2.7% | -2.0% | -0.7% | -2.7% |
| YTD | -10.5% | +11.7% | -22.2% | -8.4% |
| 1Y | -22.5% | +15.7% | -38.2% | -20.0% |
| 3Y | +54.8% | +34.4% | +20.5% | +59.6% |
| All | +54.8% | +35.1% | +19.7% | +59.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling