+64.1%
UBER vs FLUT
-53.1%
+117.2%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.4% | +3.4% | +3.7% |
| 7D | +6.7% | -6.5% | +13.2% | +8.8% |
| 30D | -0.5% | +2.8% | -3.2% | -1.5% |
| 3M | -5.1% | -13.5% | +8.3% | -1.6% |
| 6M | -5.7% | -19.0% | +13.3% | -0.8% |
| YTD | -12.9% | -61.9% | +49.0% | +14.1% |
| 1Y | -22.6% | -63.2% | +40.6% | +2.1% |
| 3Y | +42.2% | -46.0% | +88.2% | +59.0% |
| All | +64.1% | -53.1% | +117.2% | +90.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FLUT.
Daily Out/Under-Performance
Portfolio return minus FLUT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLUT 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 FLUT 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