+63.3%
UBER vs OPEN
-94.2%
+157.5%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.2% | -3.3% | +0.3% |
| 7D | +1.2% | -31.1% | +32.2% | +5.8% |
| 30D | -1.1% | -34.7% | +33.5% | +3.9% |
| 3M | -10.0% | -61.9% | +51.9% | +1.3% |
| 6M | -7.2% | -71.9% | +64.7% | +7.9% |
| YTD | -13.5% | -76.6% | +63.1% | +1.8% |
| 1Y | -24.5% | -83.9% | +59.4% | -7.2% |
| 3Y | +37.0% | -34.4% | +71.4% | +3.2% |
| 5Y | +63.3% | -93.9% | +157.3% | +145.6% |
| All | +63.3% | -94.2% | +157.5% | +145.6% |
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