+48.3%
UBER vs NI
+69.0%
-20.7%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.6% | +2.7% | +2.2% |
| 7D | -4.5% | -0.6% | -3.9% | -4.4% |
| 30D | -7.6% | -1.4% | -6.2% | -7.4% |
| 3M | +5.8% | -10.6% | +16.3% | +7.8% |
| 6M | +0.3% | -9.9% | +10.2% | +1.9% |
| YTD | -11.2% | +1.2% | -12.4% | -11.7% |
| 1Y | -23.0% | +4.4% | -27.4% | -23.7% |
| All | +48.3% | +69.0% | -20.7% | +38.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 3y: compounded portfolio wealth divided by compounded NI 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…
3y analysis · Full analysis span regression · 6 months rolling