+89.1%
UBER vs S
-71.7%
+160.7%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.4% |
| 7D | -3.9% | -7.7% | +3.8% | -1.8% |
| 30D | +11.1% | -5.3% | +16.5% | +12.0% |
| 3M | +4.9% | +20.3% | -15.3% | -2.3% |
| 6M | -1.2% | +47.4% | -48.5% | -14.6% |
| YTD | -7.3% | +32.5% | -39.8% | -17.8% |
| 1Y | -17.6% | +9.5% | -27.2% | -23.1% |
| 3Y | +61.1% | +15.5% | +45.5% | +39.0% |
| All | +89.1% | -71.7% | +160.7% | +121.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling