+82.2%
UBER vs HDB
-13.5%
+95.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.2% | -0.1% |
| 7D | -3.9% | +0.4% | -4.3% | -4.0% |
| 30D | +11.1% | -2.8% | +13.9% | +12.4% |
| 3M | +4.9% | -3.5% | +8.5% | +5.9% |
| 6M | -1.2% | -24.7% | +23.6% | +10.0% |
| YTD | -7.3% | -36.6% | +29.3% | +10.5% |
| 1Y | -17.6% | -34.4% | +16.7% | -3.5% |
| 3Y | +61.1% | -24.4% | +85.4% | +73.2% |
| 5Y | +87.9% | -35.4% | +123.3% | +111.5% |
| All | +82.2% | -13.5% | +95.7% | +84.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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