+66.3%
UBER vs SPOT
+344.4%
-278.1%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.7% | -0.5% | -1.5% |
| 7D | +0.5% | -2.6% | +3.1% | +1.6% |
| 30D | -3.1% | +13.5% | -16.6% | -8.4% |
| 3M | -8.3% | +22.2% | -30.5% | -16.3% |
| 6M | -9.5% | +38.3% | -47.8% | -22.5% |
| YTD | -15.4% | +3.1% | -18.5% | -19.7% |
| 1Y | -26.1% | -7.6% | -18.5% | -26.6% |
| 3Y | +34.0% | +250.0% | -216.0% | -32.5% |
| 5Y | +53.2% | +113.3% | -60.1% | -13.8% |
| All | +66.3% | +344.4% | -278.1% | -44.0% |
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