-25.5%
UBER vs S
+5.0%
-30.6%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.1% | -2.9% | -2.8% |
| 7D | -7.0% | -1.2% | -5.8% | -6.9% |
| 30D | -8.9% | -12.6% | +3.6% | -7.8% |
| 3M | +1.0% | +27.6% | -26.6% | -3.6% |
| 6M | -3.7% | +35.5% | -39.2% | -10.2% |
| YTD | -13.0% | +29.6% | -42.6% | -18.3% |
| 1Y | -25.5% | +8.1% | -33.7% | -27.4% |
| All | -25.5% | +5.0% | -30.6% | -27.4% |
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