+70.0%
UBER vs NDAQ
+303.7%
-233.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.1% |
| 7D | +1.2% | 0.0% | +1.2% | +1.2% |
| 30D | -1.1% | +16.3% | -17.5% | -9.1% |
| 3M | -10.0% | +15.8% | -25.8% | -17.3% |
| 6M | -7.2% | +24.8% | -32.0% | -18.6% |
| YTD | -13.5% | +14.1% | -27.6% | -20.7% |
| 1Y | -24.5% | +26.5% | -51.0% | -34.9% |
| 3Y | +37.0% | +119.1% | -82.1% | -15.5% |
| 5Y | +63.3% | +70.9% | -7.6% | +12.9% |
| All | +70.0% | +303.7% | -233.7% | -30.8% |
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