-26.2%
UBER vs HD
-3.1%
-23.1%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +6.5% | -1.6% | +2.4% |
| 7D | +7.0% | +11.9% | -4.9% | +2.5% |
| 30D | +0.6% | +26.4% | -25.9% | -7.8% |
| 3M | -2.9% | +2.8% | -5.8% | -4.2% |
| 6M | -5.5% | +15.5% | -21.0% | -9.7% |
| YTD | -14.5% | +5.5% | -20.0% | -18.4% |
| 1Y | -26.2% | -4.6% | -21.6% | -27.5% |
| All | -26.2% | -3.1% | -23.1% | -27.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HD.
Daily Out/Under-Performance
Portfolio return minus HD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HD 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 1y: compounded portfolio wealth divided by compounded HD 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…
1y analysis · Full analysis span regression · 6 months rolling