+82.5%
UBER vs OPEN
-84.0%
+166.6%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.5% | -0.9% | -3.1% |
| 7D | -2.8% | +1.0% | -3.8% | -2.9% |
| 30D | -2.5% | -11.9% | +9.4% | -0.9% |
| 3M | +4.4% | -28.8% | +33.2% | +8.5% |
| 6M | -2.7% | -38.6% | +35.9% | +2.7% |
| YTD | -10.5% | -47.3% | +36.8% | -4.5% |
| 1Y | -22.5% | -49.2% | +26.7% | -21.9% |
| 3Y | +54.8% | -18.8% | +73.6% | +20.2% |
| 5Y | +82.5% | -83.6% | +166.1% | +73.0% |
| All | +82.5% | -84.0% | +166.6% | +73.0% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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