+53.2%
UBER vs EXEL
+289.1%
-235.9%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.2% | -1.0% | -1.9% |
| 7D | +0.5% | +1.6% | -1.2% | +0.1% |
| 30D | -3.1% | +17.4% | -20.4% | -7.4% |
| 3M | -8.3% | +38.6% | -46.9% | -16.5% |
| 6M | -9.5% | +41.2% | -50.7% | -18.4% |
| YTD | -15.4% | +59.3% | -74.8% | -26.7% |
| 1Y | -26.1% | +60.2% | -86.4% | -36.2% |
| 3Y | +34.0% | +232.6% | -198.6% | -19.2% |
| 5Y | +53.2% | +285.9% | -232.7% | -18.1% |
| All | +53.2% | +289.1% | -235.9% | -18.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling