+48.3%
UBER vs SPMO
+154.5%
-106.2%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.8% | +3.9% | +3.2% |
| 7D | -4.5% | +0.1% | -4.6% | -4.6% |
| 30D | -7.6% | -0.7% | -6.9% | -7.5% |
| 3M | +5.8% | +2.8% | +2.9% | +0.6% |
| 6M | +0.3% | +24.4% | -24.2% | -20.4% |
| YTD | -11.2% | +24.2% | -35.4% | -29.5% |
| 1Y | -23.0% | +24.5% | -47.5% | -39.0% |
| All | +48.3% | +154.5% | -106.2% | -53.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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