+68.5%
UBER vs HD
+118.8%
-50.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -0.9% | -1.1% |
| 7D | +5.2% | +5.2% | 0.0% | +1.7% |
| 30D | -2.0% | +20.7% | -22.8% | -13.8% |
| 3M | -10.2% | +0.8% | -11.0% | -11.0% |
| 6M | -7.2% | +12.2% | -19.4% | -14.9% |
| YTD | -14.3% | +4.2% | -18.5% | -18.2% |
| 1Y | -25.6% | -2.6% | -23.0% | -25.8% |
| 3Y | +35.8% | +30.0% | +5.8% | +5.7% |
| 5Y | +61.5% | +8.1% | +53.4% | +41.9% |
| All | +68.5% | +118.8% | -50.3% | -32.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling