+65.5%
UBER vs QLD
+524.7%
-459.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -12.7% | +11.2% | +4.8% |
| 7D | +4.6% | -18.6% | +23.2% | +15.0% |
| 30D | -0.4% | -28.3% | +27.8% | +16.1% |
| 3M | +0.9% | -20.4% | +21.3% | +11.1% |
| 6M | -5.7% | -14.3% | +8.6% | -2.5% |
| YTD | -15.8% | +2.8% | -18.6% | -21.7% |
| 1Y | -25.8% | -1.2% | -24.6% | -29.8% |
| 3Y | +44.0% | +135.3% | -91.3% | -19.9% |
| 5Y | +45.8% | +62.6% | -16.8% | -6.8% |
| All | +65.5% | +524.7% | -459.3% | -52.9% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 QLD 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