+62.7%
UBER vs PL
+454.1%
-391.4%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | -0.1% |
| 7D | -3.9% | -9.3% | +5.4% | -3.0% |
| 30D | +11.1% | -18.9% | +30.0% | +13.3% |
| 3M | +4.9% | -58.4% | +63.3% | +13.5% |
| 6M | -1.2% | -30.3% | +29.1% | -1.1% |
| YTD | -7.3% | -8.1% | +0.8% | -11.1% |
| 1Y | -17.6% | +180.5% | -198.1% | -33.9% |
| All | +62.7% | +454.1% | -391.4% | +2.2% |
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