+71.2%
UBER vs LIN
+232.4%
-161.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.0% | +2.8% | +3.1% |
| 7D | +6.7% | +0.1% | +6.6% | +6.7% |
| 30D | -0.5% | +7.6% | -8.0% | -5.3% |
| 3M | -5.1% | +6.5% | -11.7% | -9.2% |
| 6M | -5.7% | +6.2% | -11.9% | -10.2% |
| YTD | -12.9% | +23.2% | -36.1% | -26.2% |
| 1Y | -22.6% | +25.4% | -48.0% | -35.4% |
| 3Y | +42.2% | +38.3% | +3.9% | +9.3% |
| 5Y | +56.4% | +64.4% | -8.0% | +4.7% |
| All | +71.2% | +232.4% | -161.2% | -35.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 10y: compounded portfolio wealth divided by compounded LIN 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…
10y analysis · Full analysis span regression · 6 months rolling