+67.6%
UBER vs NDAQ
+299.2%
-231.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.9% |
| 7D | +1.6% | +1.3% | +0.3% | +0.9% |
| 30D | +0.6% | +18.0% | -17.4% | -8.2% |
| 3M | -8.2% | +11.5% | -19.7% | -13.8% |
| 6M | -6.7% | +21.1% | -27.8% | -16.7% |
| YTD | -14.7% | +12.8% | -27.5% | -21.3% |
| 1Y | -24.1% | +25.7% | -49.8% | -34.3% |
| 3Y | +33.4% | +116.8% | -83.4% | -17.3% |
| 5Y | +54.5% | +67.3% | -12.8% | +8.0% |
| All | +67.6% | +299.2% | -231.6% | -31.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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