+67.6%
UBER vs HD
+117.4%
-49.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.7% |
| 7D | +1.6% | +1.5% | +0.1% | +0.6% |
| 30D | +0.6% | +18.0% | -17.4% | -10.1% |
| 3M | -8.2% | +2.8% | -11.0% | -10.1% |
| 6M | -6.7% | +17.0% | -23.7% | -16.8% |
| YTD | -14.7% | +3.5% | -18.2% | -18.2% |
| 1Y | -24.1% | -2.6% | -21.5% | -24.3% |
| 3Y | +33.4% | +30.7% | +2.7% | +3.4% |
| 5Y | +54.5% | +6.2% | +48.2% | +37.5% |
| All | +67.6% | +117.4% | -49.7% | -32.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling