+54.3%
UBER vs NET
+36.7%
+17.6%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -2.6% | +7.5% | +5.6% |
| 7D | +7.0% | -16.4% | +23.4% | +12.3% |
| 30D | +0.6% | -25.8% | +26.4% | +8.8% |
| 3M | -2.9% | -11.5% | +8.6% | -1.6% |
| 6M | -5.5% | +18.9% | -24.4% | -14.6% |
| YTD | -14.5% | +35.2% | -49.7% | -27.7% |
| 1Y | -26.2% | +14.5% | -40.7% | -34.3% |
| 3Y | +46.3% | +313.8% | -267.5% | -20.5% |
| 5Y | +54.3% | +32.6% | +21.8% | -4.0% |
| All | +54.3% | +36.7% | +17.6% | -4.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NET.
Daily Out/Under-Performance
Portfolio return minus NET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NET 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 NET 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