-24.5%
UBER vs FLEX
+24.4%
-48.9%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.8% | -2.9% | +0.7% |
| 7D | +1.2% | +2.2% | -1.1% | +0.9% |
| 30D | -1.1% | -32.6% | +31.5% | +1.1% |
| 3M | -10.0% | -35.5% | +25.5% | -7.8% |
| 6M | -7.2% | -45.6% | +38.4% | -4.4% |
| YTD | -13.5% | +30.7% | -44.2% | -26.2% |
| 1Y | -24.5% | +28.4% | -52.9% | -35.8% |
| All | -24.5% | +24.4% | -48.9% | -35.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 1y: compounded portfolio wealth divided by compounded FLEX 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…
1y analysis · Full analysis span regression · 6 months rolling