+40.9%
UBER vs SN
+671.3%
-630.4%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.8% | -2.0% | +0.2% |
| 7D | +1.6% | +1.5% | +0.1% | +1.3% |
| 30D | +0.6% | +21.5% | -20.9% | -3.4% |
| 3M | -8.2% | +20.0% | -28.2% | -11.8% |
| 6M | -6.7% | +119.9% | -126.6% | -21.7% |
| YTD | -14.7% | +102.3% | -117.0% | -27.6% |
| 1Y | -24.1% | +148.0% | -172.1% | -38.5% |
| 3Y | +33.4% | +450.0% | -416.6% | -4.3% |
| All | +40.9% | +671.3% | -630.4% | 0.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SN.
Daily Out/Under-Performance
Portfolio return minus SN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SN 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 10y: compounded portfolio wealth divided by compounded SN 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…
10y analysis · Full analysis span regression · 6 months rolling