-17.6%
UBER vs NTR
+43.1%
-60.7%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.6% | +1.3% | -0.3% |
| 7D | -3.9% | +8.1% | -12.0% | -3.5% |
| 30D | +11.1% | +18.8% | -7.6% | +12.0% |
| 3M | +4.9% | +16.2% | -11.3% | +6.0% |
| 6M | -1.2% | +9.8% | -10.9% | -0.7% |
| YTD | -7.3% | +30.9% | -38.1% | -8.7% |
| 1Y | -17.6% | +41.8% | -59.4% | -20.5% |
| All | -17.6% | +43.1% | -60.7% | -20.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 1y: compounded portfolio wealth divided by compounded NTR 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…
1y analysis · Full analysis span regression · 6 months rolling