+81.9%
UBER vs HL
+232.7%
-150.8%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -4.0% | +6.1% | +2.7% |
| 7D | -4.5% | -5.6% | +1.1% | -3.7% |
| 30D | -7.6% | +12.7% | -20.4% | -9.5% |
| 3M | +5.8% | +42.5% | -36.8% | -0.4% |
| 6M | +0.3% | -9.0% | +9.3% | +0.2% |
| YTD | -11.2% | +4.4% | -15.6% | -14.7% |
| 1Y | -23.0% | +82.7% | -105.6% | -33.8% |
| 3Y | +53.6% | +406.3% | -352.7% | +3.5% |
| 5Y | +81.9% | +238.2% | -156.3% | +23.7% |
| All | +81.9% | +232.7% | -150.8% | +23.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling