+35.8%
UBER vs SE
+74.0%
-38.1%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.5% | -0.1% | -1.2% |
| 7D | +5.2% | 0.0% | +5.1% | +5.2% |
| 30D | -2.0% | -19.4% | +17.3% | +2.5% |
| 3M | -10.2% | -33.1% | +22.9% | -2.5% |
| 6M | -7.2% | -11.4% | +4.3% | -5.7% |
| YTD | -14.3% | -39.8% | +25.5% | -6.5% |
| 1Y | -25.6% | -50.5% | +24.9% | -15.5% |
| 3Y | +35.8% | +68.9% | -33.1% | +28.1% |
| All | +35.8% | +74.0% | -38.1% | +28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 SE 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