+65.0%
UBER vs FN
+463.7%
-398.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +11.7% | -11.9% | -2.9% |
| 7D | +5.1% | 0.0% | +5.2% | +4.2% |
| 30D | +0.2% | -34.3% | +34.5% | +9.0% |
| 3M | -2.7% | -39.9% | +37.2% | +6.4% |
| 6M | -13.4% | -51.8% | +38.5% | -2.4% |
| YTD | -16.1% | -28.1% | +12.1% | -19.4% |
| 1Y | -25.5% | -29.1% | +3.5% | -28.9% |
| 3Y | +42.5% | +102.4% | -60.0% | -19.3% |
| 5Y | +45.3% | +171.7% | -126.3% | -33.3% |
| All | +65.0% | +463.7% | -398.7% | -54.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 FN 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