+71.0%
UBER vs SO
+125.7%
-54.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.7% | -2.1% | -2.7% |
| 7D | -7.0% | 0.0% | -7.1% | -7.0% |
| 30D | -8.9% | -2.5% | -6.4% | -8.5% |
| 3M | +1.0% | -4.2% | +5.2% | +1.8% |
| 6M | -3.7% | -7.7% | +3.9% | -2.3% |
| YTD | -13.0% | +3.8% | -16.8% | -14.1% |
| 1Y | -25.5% | +0.1% | -25.6% | -25.9% |
| 3Y | +50.5% | +44.2% | +6.3% | +34.5% |
| 5Y | +76.2% | +57.9% | +18.3% | +52.2% |
| All | +71.0% | +125.7% | -54.7% | +48.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SO.
Daily Out/Under-Performance
Portfolio return minus SO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SO 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 SO 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