-26.2%
UBER vs S
+36.5%
-62.7%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.6% | +3.3% | +4.8% |
| 7D | +7.0% | -8.2% | +15.3% | +7.7% |
| 30D | +0.6% | -7.6% | +8.2% | +1.1% |
| 3M | -2.9% | +12.0% | -14.9% | -4.6% |
| 6M | -5.5% | +50.6% | -56.1% | -11.2% |
| YTD | -14.5% | +56.6% | -71.1% | -21.0% |
| 1Y | -26.2% | +39.2% | -65.4% | -31.1% |
| All | -26.2% | +36.5% | -62.7% | -31.1% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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