+82.2%
UBER vs P
+354.2%
-271.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.6% | -0.7% |
| 7D | -3.9% | +6.5% | -10.4% | -6.0% |
| 30D | +11.1% | +18.8% | -7.7% | +3.7% |
| 3M | +4.9% | +26.7% | -21.8% | -5.9% |
| 6M | -1.2% | +62.2% | -63.3% | -20.6% |
| YTD | -7.3% | +48.5% | -55.8% | -24.7% |
| 1Y | -17.6% | +26.4% | -44.0% | -31.6% |
| 3Y | +61.1% | +159.4% | -98.4% | -15.5% |
| 5Y | +87.9% | +275.8% | -187.9% | -22.5% |
| All | +82.2% | +354.2% | -271.9% | -51.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling