+82.5%
UBER vs HST
+72.4%
+10.1%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.1% | -3.6% | -3.5% |
| 7D | -2.8% | +2.0% | -4.8% | -3.9% |
| 30D | -2.5% | -5.2% | +2.7% | +0.5% |
| 3M | +4.4% | -6.2% | +10.6% | +7.6% |
| 6M | -2.7% | +20.4% | -23.1% | -14.8% |
| YTD | -10.5% | +30.6% | -41.1% | -26.0% |
| 1Y | -22.5% | +37.4% | -59.9% | -38.6% |
| 3Y | +54.8% | +66.1% | -11.3% | +2.8% |
| 5Y | +82.5% | +73.7% | +8.8% | +12.4% |
| All | +82.5% | +72.4% | +10.1% | +12.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HST.
Daily Out/Under-Performance
Portfolio return minus HST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HST 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 HST 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