-24.1%
UBER vs S
+30.9%
-55.0%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +0.9% |
| 7D | +1.6% | +2.0% | -0.4% | +1.5% |
| 30D | +0.6% | -2.7% | +3.3% | +0.6% |
| 3M | -8.2% | -6.9% | -1.3% | -7.8% |
| 6M | -6.7% | +38.1% | -44.8% | -11.3% |
| YTD | -14.7% | +48.0% | -62.7% | -20.8% |
| 1Y | -24.1% | +34.5% | -58.5% | -29.3% |
| All | -24.1% | +30.9% | -55.0% | -29.3% |
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