+48.3%
UBER vs HL
+397.6%
-349.3%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -4.0% | +6.1% | +2.5% |
| 7D | -4.5% | -5.6% | +1.1% | -3.9% |
| 30D | -7.6% | +12.7% | -20.4% | -9.0% |
| 3M | +5.8% | +42.5% | -36.8% | +1.2% |
| 6M | +0.3% | -9.0% | +9.3% | +0.2% |
| YTD | -11.2% | +4.4% | -15.6% | -14.0% |
| 1Y | -23.0% | +82.7% | -105.6% | -31.7% |
| All | +48.3% | +397.6% | -349.3% | +14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HL.
Daily Out/Under-Performance
Portfolio return minus HL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HL 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 3y: compounded portfolio wealth divided by compounded HL 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…
3y analysis · Full analysis span regression · 6 months rolling