+67.6%
UBER vs HBM
+305.8%
-238.1%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.1% | +1.9% | +1.1% |
| 7D | +1.6% | +2.2% | -0.6% | +1.0% |
| 30D | +0.6% | -11.8% | +12.4% | +3.2% |
| 3M | -8.2% | -19.2% | +11.1% | -4.4% |
| 6M | -6.7% | -22.9% | +16.2% | -3.7% |
| YTD | -14.7% | +7.8% | -22.5% | -21.2% |
| 1Y | -24.1% | +34.9% | -59.0% | -34.1% |
| 3Y | +33.4% | +422.2% | -388.8% | -24.7% |
| 5Y | +54.5% | +192.8% | -138.4% | -3.6% |
| All | +67.6% | +305.8% | -238.1% | -36.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling