+81.9%
UBER vs HBM
+336.0%
-254.1%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -7.5% | +9.6% | +3.5% |
| 7D | -4.5% | -3.7% | -0.7% | -3.9% |
| 30D | -7.6% | -3.7% | -4.0% | -7.3% |
| 3M | +5.8% | +8.0% | -2.3% | +2.8% |
| 6M | +0.3% | +15.8% | -15.5% | -5.4% |
| YTD | -11.2% | +34.4% | -45.6% | -20.4% |
| 1Y | -23.0% | +98.2% | -121.1% | -37.7% |
| 3Y | +53.6% | +476.6% | -423.0% | -10.5% |
| 5Y | +81.9% | +331.1% | -249.2% | +16.9% |
| All | +81.9% | +336.0% | -254.1% | +16.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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