+78.9%
UBER vs NI
+96.9%
-18.1%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -5.4% | 0.0% | -5.4% | -5.4% |
| 30D | -4.9% | -1.4% | -3.5% | -4.7% |
| 3M | +3.0% | -10.6% | +13.6% | +5.6% |
| 6M | -4.4% | -9.3% | +4.9% | -2.6% |
| YTD | -12.3% | +1.1% | -13.4% | -12.9% |
| 1Y | -24.3% | +3.4% | -27.7% | -25.2% |
| 3Y | +46.4% | +67.9% | -21.4% | +29.2% |
| All | +78.9% | +96.9% | -18.1% | +41.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling