+76.2%
UBER vs NDAQ
+52.5%
+23.6%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.9% | -1.9% | -2.3% |
| 7D | -7.0% | -1.6% | -5.5% | -6.2% |
| 30D | -8.9% | -1.5% | -7.4% | -8.2% |
| 3M | +1.0% | +8.0% | -7.0% | -4.0% |
| 6M | -3.7% | +7.7% | -11.5% | -8.7% |
| YTD | -13.0% | -2.3% | -10.7% | -12.9% |
| 1Y | -25.5% | +0.6% | -26.1% | -27.1% |
| 3Y | +50.5% | +90.9% | -40.5% | -6.9% |
| 5Y | +76.2% | +52.5% | +23.7% | +13.7% |
| All | +76.2% | +52.5% | +23.6% | +13.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling