-23.0%
UBER vs RTX
+32.3%
-55.3%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.3% | +1.8% | +2.0% |
| 7D | -4.5% | -2.0% | -2.5% | -4.3% |
| 30D | -7.6% | -11.2% | +3.6% | -6.5% |
| 3M | +5.8% | +12.0% | -6.3% | +2.9% |
| 6M | +0.3% | -3.6% | +3.8% | +0.8% |
| YTD | -11.2% | +9.2% | -20.4% | -13.4% |
| 1Y | -23.0% | +29.7% | -52.7% | -26.8% |
| All | -23.0% | +32.3% | -55.3% | -26.8% |
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