+63.7%
UBER vs S
+16.9%
+46.8%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.4% |
| 7D | -3.9% | -7.7% | +3.8% | -2.2% |
| 30D | +11.1% | -5.3% | +16.5% | +11.8% |
| 3M | +4.9% | +20.3% | -15.3% | -1.3% |
| 6M | -1.2% | +47.4% | -48.5% | -12.9% |
| YTD | -7.3% | +32.5% | -39.8% | -16.3% |
| 1Y | -17.6% | +9.5% | -27.2% | -22.1% |
| All | +63.7% | +16.9% | +46.8% | +41.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling