+75.9%
UBER vs NI
+92.9%
-17.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.2% | -4.7% | -3.9% |
| 7D | -2.8% | +2.3% | -5.1% | -3.5% |
| 30D | -2.5% | -1.7% | -0.9% | -2.1% |
| 3M | +4.4% | -8.0% | +12.4% | +7.1% |
| 6M | -2.7% | -8.6% | +6.0% | -0.2% |
| YTD | -10.5% | +2.3% | -12.8% | -11.7% |
| 1Y | -22.5% | +6.9% | -29.4% | -24.7% |
| 3Y | +54.8% | +70.6% | -15.7% | +26.4% |
| 5Y | +82.5% | +96.4% | -13.9% | +38.5% |
| All | +75.9% | +92.9% | -17.0% | +45.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling