+82.2%
UBER vs HD
+100.1%
-17.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.9% |
| 7D | -3.9% | -2.1% | -1.8% | -2.5% |
| 30D | +11.1% | -8.4% | +19.5% | +17.9% |
| 3M | +4.9% | +4.3% | +0.6% | +1.6% |
| 6M | -1.2% | -11.1% | +10.0% | +6.2% |
| YTD | -7.3% | -4.7% | -2.6% | -5.7% |
| 1Y | -17.6% | -19.8% | +2.2% | -5.9% |
| 3Y | +61.1% | +4.1% | +57.0% | +48.0% |
| 5Y | +87.9% | +10.3% | +77.6% | +60.7% |
| All | +82.2% | +100.1% | -17.9% | -21.7% |
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 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