+54.8%
UBER vs FLEX
+475.0%
-420.2%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +4.4% | -7.9% | -4.3% |
| 7D | -2.8% | +7.0% | -9.8% | -4.2% |
| 30D | -2.5% | -5.8% | +3.3% | -1.7% |
| 3M | +4.4% | -24.2% | +28.6% | +8.8% |
| 6M | -2.7% | +90.8% | -93.5% | -24.9% |
| YTD | -10.5% | +89.2% | -99.7% | -31.3% |
| 1Y | -22.5% | +104.7% | -127.2% | -42.7% |
| 3Y | +54.8% | +478.1% | -423.3% | -12.9% |
| All | +54.8% | +475.0% | -420.2% | -12.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling