+62.7%
UBER vs OUST
+554.0%
-491.3%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OUST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -1.9% | -0.4% |
| 7D | -3.9% | +5.2% | -9.1% | -4.3% |
| 30D | +11.1% | -19.3% | +30.4% | +12.7% |
| 3M | +4.9% | -22.6% | +27.6% | +4.8% |
| 6M | -1.2% | +62.8% | -63.9% | -9.9% |
| YTD | -7.3% | +68.3% | -75.6% | -16.3% |
| 1Y | -17.6% | +28.5% | -46.2% | -24.5% |
| All | +62.7% | +554.0% | -491.3% | +12.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OUST.
Daily Out/Under-Performance
Portfolio return minus OUST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OUST 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 3y: compounded portfolio wealth divided by compounded OUST 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…
3y analysis · Full analysis span regression · 6 months rolling