+78.9%
UBER vs SPMO
+149.5%
-70.6%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.8% | -1.7% |
| 7D | -5.4% | -0.9% | -4.5% | -4.7% |
| 30D | -4.9% | -1.9% | -3.0% | -3.7% |
| 3M | +3.0% | -1.4% | +4.4% | +1.2% |
| 6M | -4.4% | +25.5% | -29.9% | -27.9% |
| YTD | -12.3% | +24.8% | -37.1% | -33.7% |
| 1Y | -24.3% | +24.5% | -48.8% | -42.6% |
| 3Y | +46.4% | +157.1% | -110.7% | -55.0% |
| All | +78.9% | +149.5% | -70.6% | -40.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling