+33.4%
UBER vs PL
+536.4%
-503.0%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.5% | +0.9% |
| 7D | +1.6% | +10.0% | -8.4% | +0.7% |
| 30D | +0.6% | -2.3% | +2.8% | +0.5% |
| 3M | -8.2% | -44.2% | +36.0% | -3.5% |
| 6M | -6.7% | -66.1% | +59.4% | +1.5% |
| YTD | -14.7% | -30.0% | +15.3% | -16.4% |
| 1Y | -24.1% | +21.0% | -45.1% | -31.1% |
| 3Y | +33.4% | +516.5% | -483.1% | -11.7% |
| All | +33.4% | +536.4% | -503.0% | -11.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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