+49.5%
UBER vs HD
+5.3%
+44.2%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.8% | +1.6% | +0.8% |
| 7D | +5.1% | +4.3% | +0.8% | +2.6% |
| 30D | +0.2% | +20.2% | -20.0% | -9.9% |
| 3M | -2.7% | -1.0% | -1.7% | -2.3% |
| 6M | -13.4% | +7.9% | -21.3% | -17.5% |
| YTD | -16.1% | +2.0% | -18.0% | -18.2% |
| 1Y | -25.5% | -4.3% | -21.2% | -24.8% |
| 3Y | +42.5% | +25.9% | +16.5% | +15.6% |
| All | +49.5% | +5.3% | +44.2% | +18.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling