+72.4%
UBER vs SPOT
+290.3%
-217.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.0% | -1.5% |
| 7D | -5.4% | -3.1% | -2.3% | -4.1% |
| 30D | -4.9% | +7.4% | -12.3% | -7.8% |
| 3M | +3.0% | +8.2% | -5.1% | -0.6% |
| 6M | -4.4% | +2.2% | -6.6% | -7.0% |
| YTD | -12.3% | -9.5% | -2.8% | -11.5% |
| 1Y | -24.3% | -23.8% | -0.5% | -18.0% |
| 3Y | +46.4% | +233.5% | -187.0% | -24.9% |
| 5Y | +79.7% | +112.2% | -32.5% | +2.1% |
| All | +72.4% | +290.3% | -217.9% | -38.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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