+75.9%
UBER vs HL
+1,091.3%
-1,015.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.1% | -2.4% | -3.3% |
| 7D | -2.8% | +7.1% | -9.9% | -3.9% |
| 30D | -2.5% | +21.4% | -24.0% | -5.8% |
| 3M | +4.4% | +37.4% | -33.1% | -1.7% |
| 6M | -2.7% | +0.4% | -3.1% | -4.4% |
| YTD | -10.5% | +6.7% | -17.2% | -14.5% |
| 1Y | -22.5% | +102.4% | -124.9% | -34.9% |
| 3Y | +54.8% | +417.4% | -362.6% | +3.7% |
| 5Y | +82.5% | +243.3% | -160.8% | +25.8% |
| All | +75.9% | +1,091.3% | -1,015.3% | -17.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling