+126.8%
UBER vs OPEN
-70.7%
+197.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.3% |
| 7D | -3.9% | -4.3% | +0.4% | -3.3% |
| 30D | +11.1% | -16.2% | +27.3% | +13.6% |
| 3M | +4.9% | -36.4% | +41.3% | +10.6% |
| 6M | -1.2% | -35.5% | +34.3% | +3.5% |
| YTD | -7.3% | -46.0% | +38.7% | -1.4% |
| 1Y | -17.6% | -47.1% | +29.5% | -17.7% |
| 3Y | +61.1% | -19.0% | +80.1% | +26.1% |
| 5Y | +87.9% | -83.6% | +171.5% | +68.4% |
| All | +126.8% | -70.7% | +197.5% | +87.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling