-26.2%
UBER vs NEM
+50.9%
-77.1%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +9.9% | -5.0% | +3.8% |
| 7D | +7.0% | +3.7% | +3.4% | +6.5% |
| 30D | +0.6% | +2.0% | -1.4% | +0.1% |
| 3M | -2.9% | +21.1% | -24.0% | -4.2% |
| 6M | -5.5% | +9.5% | -15.0% | -6.3% |
| YTD | -14.5% | +19.1% | -33.5% | -19.6% |
| 1Y | -26.2% | +51.1% | -77.3% | -36.1% |
| All | -26.2% | +50.9% | -77.1% | -36.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NEM.
Daily Out/Under-Performance
Portfolio return minus NEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NEM 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 1y: compounded portfolio wealth divided by compounded NEM 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…
1y analysis · Full analysis span regression · 6 months rolling