+82.2%
UBER vs LIN
+205.1%
-122.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | +0.4% |
| 7D | -3.9% | -2.1% | -1.8% | -2.5% |
| 30D | +11.1% | -2.4% | +13.5% | +13.0% |
| 3M | +4.9% | -5.6% | +10.5% | +8.6% |
| 6M | -1.2% | -3.4% | +2.2% | +0.2% |
| YTD | -7.3% | +13.1% | -20.4% | -16.6% |
| 1Y | -17.6% | +2.5% | -20.1% | -20.7% |
| 3Y | +61.1% | +27.6% | +33.5% | +30.9% |
| 5Y | +87.9% | +63.0% | +24.9% | +26.1% |
| All | +82.2% | +205.1% | -122.9% | -27.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling