-17.6%
UBER vs RTX
+28.8%
-46.4%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | -0.2% |
| 7D | -3.9% | -5.2% | +1.3% | -3.4% |
| 30D | +11.1% | -9.4% | +20.5% | +12.0% |
| 3M | +4.9% | +12.3% | -7.4% | +2.5% |
| 6M | -1.2% | -3.1% | +2.0% | -0.7% |
| YTD | -7.3% | +10.7% | -18.0% | -9.0% |
| 1Y | -17.6% | +28.4% | -46.1% | -18.0% |
| All | -17.6% | +28.8% | -46.4% | -18.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RTX.
Daily Out/Under-Performance
Portfolio return minus RTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RTX 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 RTX 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