+45.2%
UBER vs SPXU
-79.8%
+125.0%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.4% | -4.2% | -2.3% |
| 7D | -7.0% | +1.3% | -8.3% | -6.5% |
| 30D | -8.9% | +5.1% | -14.0% | -7.0% |
| 3M | +1.0% | -9.1% | +10.1% | -2.0% |
| 6M | -3.7% | -29.6% | +25.8% | -14.7% |
| YTD | -13.0% | -27.7% | +14.7% | -21.7% |
| 1Y | -25.5% | -37.0% | +11.4% | -36.0% |
| All | +45.2% | -79.8% | +125.0% | -22.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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