+82.5%
UBER vs EW
-28.5%
+111.0%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.5% | +0.1% | -2.0% |
| 7D | -2.8% | -4.4% | +1.6% | -1.0% |
| 30D | -2.5% | -3.3% | +0.8% | -1.1% |
| 3M | +4.4% | +1.0% | +3.4% | +4.1% |
| 6M | -2.7% | +6.2% | -8.9% | -5.3% |
| YTD | -10.5% | +1.7% | -12.2% | -11.5% |
| 1Y | -22.5% | +8.1% | -30.6% | -25.5% |
| 3Y | +54.8% | +17.1% | +37.7% | +31.7% |
| 5Y | +82.5% | -29.4% | +111.9% | +104.9% |
| All | +82.5% | -28.5% | +111.0% | +104.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling