+35.8%
UBER vs SPOT
+257.6%
-221.8%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.4% |
| 7D | +5.2% | +1.0% | +4.2% | +4.9% |
| 30D | -2.0% | +14.6% | -16.6% | -5.8% |
| 3M | -10.2% | +18.4% | -28.7% | -14.6% |
| 6M | -7.2% | +45.1% | -52.2% | -17.0% |
| YTD | -14.3% | +4.4% | -18.7% | -16.5% |
| 1Y | -25.6% | -2.7% | -22.9% | -25.9% |
| 3Y | +35.8% | +254.6% | -218.7% | -8.3% |
| All | +35.8% | +257.6% | -221.8% | -8.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling