+61.5%
UBER vs FLEX
+472.7%
-411.2%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.7% | +1.1% | -0.8% |
| 7D | +5.2% | -13.6% | +18.8% | +8.7% |
| 30D | -2.0% | -36.5% | +34.5% | +10.1% |
| 3M | -10.2% | -36.4% | +26.2% | -0.2% |
| 6M | -7.2% | -46.5% | +39.3% | +5.5% |
| YTD | -14.3% | +25.9% | -40.2% | -36.3% |
| 1Y | -25.6% | +19.6% | -45.1% | -43.8% |
| 3Y | +35.8% | +287.0% | -251.2% | -52.9% |
| 5Y | +61.5% | +466.6% | -405.1% | -61.2% |
| All | +61.5% | +472.7% | -411.2% | -61.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling