+78.9%
UBER vs NTR
+45.7%
+33.2%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.9% | -1.2% |
| 7D | -5.4% | -1.3% | -4.1% | -5.2% |
| 30D | -4.9% | +16.8% | -21.7% | -7.7% |
| 3M | +3.0% | +20.7% | -17.7% | -0.9% |
| 6M | -4.4% | +0.5% | -4.9% | -5.0% |
| YTD | -12.3% | +29.2% | -41.5% | -18.0% |
| 1Y | -24.3% | +39.6% | -63.9% | -30.7% |
| 3Y | +46.4% | +37.9% | +8.6% | +32.3% |
| All | +78.9% | +45.7% | +33.2% | +38.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling