-26.2%
UBER vs EFX
-7.5%
-18.7%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.4% | +2.5% | +4.2% |
| 7D | +7.0% | +9.2% | -2.1% | +4.3% |
| 30D | +0.6% | +34.8% | -34.2% | -8.3% |
| 3M | -2.9% | +8.8% | -11.8% | -5.3% |
| 6M | -5.5% | +12.3% | -17.8% | -9.5% |
| YTD | -14.5% | -10.6% | -3.9% | -17.4% |
| 1Y | -26.2% | -6.7% | -19.5% | -28.2% |
| All | -26.2% | -7.5% | -18.7% | -28.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 EFX 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