+42.2%
UBER vs SPGI
+30.9%
+11.3%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.7% | +3.1% | +3.4% |
| 7D | +6.7% | -0.9% | +7.5% | +7.1% |
| 30D | -0.5% | +15.5% | -16.0% | -6.9% |
| 3M | -5.1% | +15.7% | -20.8% | -11.5% |
| 6M | -5.7% | +19.1% | -24.7% | -13.8% |
| YTD | -12.9% | -4.1% | -8.8% | -12.2% |
| 1Y | -22.6% | +1.2% | -23.8% | -24.5% |
| 3Y | +42.2% | +31.6% | +10.6% | +17.6% |
| All | +42.2% | +30.9% | +11.3% | +17.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPGI.
Daily Out/Under-Performance
Portfolio return minus SPGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPGI 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 SPGI 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