+54.8%
UBER vs IBM
+72.8%
-18.0%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.2% | -2.3% | -3.2% |
| 7D | -2.8% | +0.3% | -3.1% | -2.9% |
| 30D | -2.5% | -1.5% | -1.0% | -2.2% |
| 3M | +4.4% | -16.8% | +21.1% | +7.5% |
| 6M | -2.7% | -9.0% | +6.4% | -2.7% |
| YTD | -10.5% | -20.1% | +9.6% | -7.4% |
| 1Y | -22.5% | -7.0% | -15.5% | -23.8% |
| 3Y | +54.8% | +72.4% | -17.6% | +22.5% |
| All | +54.8% | +72.8% | -18.0% | +22.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBM.
Daily Out/Under-Performance
Portfolio return minus IBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBM 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 IBM 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