+78.9%
UBER vs NKE
-75.0%
+153.9%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.7% | -1.4% |
| 7D | -5.4% | -4.2% | -1.2% | -3.9% |
| 30D | -4.9% | -8.2% | +3.3% | -2.0% |
| 3M | +3.0% | -19.1% | +22.1% | +11.0% |
| 6M | -4.4% | -32.6% | +28.2% | +9.2% |
| YTD | -12.3% | -40.7% | +28.4% | +4.7% |
| 1Y | -24.3% | -48.9% | +24.6% | -5.1% |
| 3Y | +46.4% | -59.2% | +105.7% | +89.2% |
| All | +78.9% | -75.0% | +153.9% | +224.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NKE.
Daily Out/Under-Performance
Portfolio return minus NKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NKE 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 NKE 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