+68.5%
UBER vs SO
+139.2%
-70.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.1% | -1.7% | -1.6% |
| 7D | +5.2% | -0.1% | +5.3% | +5.2% |
| 30D | -2.0% | +8.7% | -10.7% | -3.7% |
| 3M | -10.2% | +3.4% | -13.6% | -10.9% |
| 6M | -7.2% | +3.7% | -10.9% | -8.0% |
| YTD | -14.3% | +10.0% | -24.3% | -16.4% |
| 1Y | -25.6% | +6.6% | -32.1% | -26.9% |
| 3Y | +35.8% | +52.5% | -16.7% | +20.0% |
| 5Y | +61.5% | +76.1% | -14.6% | +35.7% |
| All | +68.5% | +139.2% | -70.7% | +44.7% |
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