+82.2%
UBER vs NDAQ
+255.4%
-173.1%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.9% | +1.6% | +0.8% |
| 7D | -3.9% | -2.4% | -1.4% | -2.6% |
| 30D | +11.1% | +2.5% | +8.7% | +9.5% |
| 3M | +4.9% | +9.9% | -5.0% | -1.0% |
| 6M | -1.2% | +9.4% | -10.6% | -6.7% |
| YTD | -7.3% | +0.4% | -7.7% | -8.7% |
| 1Y | -17.6% | +4.0% | -21.7% | -20.8% |
| 3Y | +61.1% | +94.4% | -33.3% | +5.9% |
| 5Y | +87.9% | +56.7% | +31.2% | +36.5% |
| All | +82.2% | +255.4% | -173.1% | -20.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling