+35.3%
UBER vs SPY
+79.4%
-44.1%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.3% | -0.4% | -0.5% |
| 7D | +1.2% | -0.9% | +2.1% | +2.0% |
| 30D | -1.1% | -2.4% | +1.2% | +1.2% |
| 3M | -10.0% | -1.2% | -8.9% | -9.1% |
| 6M | -7.2% | +3.3% | -10.5% | -10.9% |
| YTD | -13.5% | +12.3% | -25.8% | -24.5% |
| 1Y | -24.5% | +12.4% | -36.9% | -34.2% |
| All | +35.3% | +79.4% | -44.1% | -32.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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