+82.5%
UBER vs SE
-67.4%
+149.9%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.1% | -4.6% | -3.8% |
| 7D | -2.8% | +0.6% | -3.4% | -3.0% |
| 30D | -2.5% | -0.1% | -2.4% | -2.9% |
| 3M | +4.4% | +34.1% | -29.8% | -5.4% |
| 6M | -2.7% | +23.2% | -25.9% | -10.0% |
| YTD | -10.5% | -11.2% | +0.7% | -9.6% |
| 1Y | -22.5% | -40.5% | +18.0% | -11.8% |
| 3Y | +54.8% | +196.3% | -141.5% | -1.8% |
| 5Y | +82.5% | -67.0% | +149.5% | +95.3% |
| All | +82.5% | -67.4% | +149.9% | +95.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling