+82.2%
UBER vs FLEX
+1,308.1%
-1,225.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.8% | -0.9% |
| 7D | -3.9% | -0.9% | -3.0% | -3.5% |
| 30D | +11.1% | -10.1% | +21.3% | +15.4% |
| 3M | +4.9% | -31.3% | +36.3% | +18.8% |
| 6M | -1.2% | +71.3% | -72.4% | -34.0% |
| YTD | -7.3% | +81.2% | -88.5% | -40.8% |
| 1Y | -17.6% | +98.5% | -116.1% | -50.9% |
| 3Y | +61.1% | +428.2% | -367.2% | -50.9% |
| 5Y | +87.9% | +657.3% | -569.4% | -55.6% |
| All | +82.2% | +1,308.1% | -1,225.9% | -75.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling