+74.5%
UBER vs EQT
+192.9%
-118.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.6% | +1.5% | +2.0% |
| 7D | -4.5% | -1.2% | -3.3% | -4.3% |
| 30D | -7.6% | +1.1% | -8.7% | -7.7% |
| 3M | +5.8% | +4.8% | +1.0% | +5.1% |
| 6M | +0.3% | -10.6% | +10.9% | +1.3% |
| YTD | -11.2% | +3.4% | -14.6% | -11.9% |
| 1Y | -23.0% | +8.7% | -31.7% | -24.0% |
| 3Y | +53.6% | +35.0% | +18.6% | +46.3% |
| 5Y | +81.9% | +204.2% | -122.3% | +59.6% |
| All | +74.5% | +192.9% | -118.4% | +70.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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