+75.9%
UBER vs P
+361.6%
-285.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.6% | -5.1% | -4.0% |
| 7D | -2.8% | +7.8% | -10.7% | -5.3% |
| 30D | -2.5% | +12.3% | -14.8% | -7.4% |
| 3M | +4.4% | +37.1% | -32.7% | -8.8% |
| 6M | -2.7% | +66.1% | -68.7% | -22.5% |
| YTD | -10.5% | +50.9% | -61.4% | -27.7% |
| 1Y | -22.5% | +27.2% | -49.7% | -35.8% |
| 3Y | +54.8% | +158.7% | -103.9% | -18.4% |
| 5Y | +82.5% | +291.1% | -208.6% | -26.0% |
| All | +75.9% | +361.6% | -285.7% | -53.5% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 10y: compounded portfolio wealth divided by compounded P 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…
10y analysis · Full analysis span regression · 6 months rolling