+72.4%
UBER vs EXEL
+186.6%
-114.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.3% | +1.1% | -0.5% |
| 7D | -5.4% | -4.9% | -0.5% | -3.8% |
| 30D | -4.9% | +11.4% | -16.3% | -8.3% |
| 3M | +3.0% | +4.9% | -1.8% | +1.0% |
| 6M | -4.4% | +34.4% | -38.8% | -14.1% |
| YTD | -12.3% | +28.0% | -40.3% | -20.2% |
| 1Y | -24.3% | +43.6% | -67.9% | -34.5% |
| 3Y | +46.4% | +155.2% | -108.8% | -4.7% |
| 5Y | +79.7% | +181.2% | -101.5% | +9.9% |
| All | +72.4% | +186.6% | -114.2% | -9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 10y: compounded portfolio wealth divided by compounded EXEL 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…
10y analysis · Full analysis span regression · 6 months rolling