-26.2%
UBER vs EW
+19.7%
-45.8%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +4.4% | +0.5% | +3.2% |
| 7D | +7.0% | +8.3% | -1.2% | +3.8% |
| 30D | +0.6% | +13.9% | -13.4% | -4.3% |
| 3M | -2.9% | +10.9% | -13.8% | -6.7% |
| 6M | -5.5% | +19.2% | -24.7% | -10.7% |
| YTD | -14.5% | +16.6% | -31.1% | -17.6% |
| 1Y | -26.2% | +18.1% | -44.3% | -29.2% |
| All | -26.2% | +19.7% | -45.8% | -29.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 EW 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