+33.4%
UBER vs RY
+160.3%
-126.9%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.9% |
| 7D | +1.6% | +0.6% | +1.0% | +1.3% |
| 30D | +0.6% | +5.0% | -4.5% | -1.8% |
| 3M | -8.2% | -5.3% | -2.8% | -5.7% |
| 6M | -6.7% | +13.8% | -20.5% | -14.3% |
| YTD | -14.7% | +21.0% | -35.7% | -24.6% |
| 1Y | -24.1% | +40.5% | -64.6% | -39.0% |
| 3Y | +33.4% | +159.7% | -126.2% | -17.7% |
| All | +33.4% | +160.3% | -126.9% | -17.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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