+67.6%
UBER vs P
+392.9%
-325.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.9% | +2.7% | +1.4% |
| 7D | +1.6% | +11.6% | -10.0% | -1.9% |
| 30D | +0.6% | -23.7% | +24.3% | +7.5% |
| 3M | -8.2% | -8.0% | -0.2% | -9.1% |
| 6M | -6.7% | +27.9% | -34.6% | -20.0% |
| YTD | -14.7% | +61.2% | -75.9% | -34.6% |
| 1Y | -24.1% | +28.6% | -52.7% | -38.6% |
| 3Y | +33.4% | +200.5% | -167.1% | -36.1% |
| 5Y | +54.5% | +282.9% | -228.5% | -37.8% |
| All | +67.6% | +392.9% | -325.2% | -57.9% |
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