-25.6%
UBER vs P
+9.7%
-35.3%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.8% | -0.7% | -1.6% |
| 7D | +5.2% | -13.3% | +18.5% | +5.1% |
| 30D | -2.0% | -34.0% | +31.9% | -2.1% |
| 3M | -10.2% | +4.1% | -14.3% | -10.4% |
| 6M | -7.2% | +30.5% | -37.6% | -7.4% |
| YTD | -14.3% | +52.2% | -66.5% | -14.9% |
| 1Y | -25.6% | +10.3% | -35.8% | -26.4% |
| All | -25.6% | +9.7% | -35.3% | -26.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling