+76.2%
UBER vs EXEL
+194.6%
-118.4%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.1% | -3.9% | -3.1% |
| 7D | -7.0% | -0.3% | -6.7% | -6.9% |
| 30D | -8.9% | +10.1% | -19.0% | -11.3% |
| 3M | +1.0% | +10.1% | -9.1% | -1.9% |
| 6M | -3.7% | +37.7% | -41.4% | -12.4% |
| YTD | -13.0% | +33.1% | -46.1% | -20.4% |
| 1Y | -25.5% | +52.4% | -77.9% | -34.9% |
| 3Y | +50.5% | +163.8% | -113.4% | +0.3% |
| 5Y | +76.2% | +198.5% | -122.4% | -3.9% |
| All | +76.2% | +194.6% | -118.4% | -3.9% |
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