+76.2%
UBER vs SPOT
+111.4%
-35.2%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.1% | -1.7% | -2.3% |
| 7D | -7.0% | -6.5% | -0.5% | -4.3% |
| 30D | -8.9% | +2.2% | -11.1% | -9.9% |
| 3M | +1.0% | +5.4% | -4.4% | -1.7% |
| 6M | -3.7% | -4.0% | +0.3% | -3.8% |
| YTD | -13.0% | -9.9% | -3.1% | -11.8% |
| 1Y | -25.5% | -27.3% | +1.7% | -16.8% |
| 3Y | +50.5% | +236.4% | -185.9% | -30.9% |
| 5Y | +76.2% | +112.6% | -36.4% | -8.4% |
| All | +76.2% | +111.4% | -35.2% | -8.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling