+81.9%
UBER vs NEM
+153.1%
-71.2%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.0% | +4.1% | +2.3% |
| 7D | -4.5% | -3.3% | -1.2% | -4.1% |
| 30D | -7.6% | +7.8% | -15.5% | -8.5% |
| 3M | +5.8% | +36.3% | -30.5% | +1.8% |
| 6M | +0.3% | +6.6% | -6.3% | -1.1% |
| YTD | -11.2% | +27.1% | -38.3% | -15.0% |
| 1Y | -23.0% | +62.3% | -85.3% | -29.1% |
| 3Y | +53.6% | +245.1% | -191.5% | +27.1% |
| 5Y | +81.9% | +154.0% | -72.1% | +51.8% |
| All | +81.9% | +153.1% | -71.2% | +51.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling