+54.8%
UBER vs EXPE
+162.6%
-107.8%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -7.9% | +4.4% | -1.0% |
| 7D | -2.8% | -9.8% | +7.0% | +0.4% |
| 30D | -2.5% | -11.5% | +9.0% | +1.2% |
| 3M | +4.4% | +21.7% | -17.3% | -2.1% |
| 6M | -2.7% | +10.4% | -13.0% | -6.4% |
| YTD | -10.5% | -2.5% | -8.0% | -11.4% |
| 1Y | -22.5% | +27.3% | -49.8% | -30.8% |
| 3Y | +54.8% | +153.5% | -98.7% | +10.0% |
| All | +54.8% | +162.6% | -107.8% | +10.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 3y: compounded portfolio wealth divided by compounded EXPE 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…
3y analysis · Full analysis span regression · 6 months rolling