+76.2%
UBER vs SPY
+81.0%
-4.8%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.3% | -2.2% |
| 7D | -7.0% | -0.4% | -6.7% | -6.6% |
| 30D | -8.9% | -1.4% | -7.5% | -7.2% |
| 3M | +1.0% | +3.7% | -2.7% | -4.1% |
| 6M | -3.7% | +13.0% | -16.7% | -18.8% |
| YTD | -13.0% | +12.4% | -25.4% | -26.2% |
| 1Y | -25.5% | +18.5% | -44.1% | -41.3% |
| 3Y | +50.5% | +77.6% | -27.2% | -35.0% |
| 5Y | +76.2% | +81.7% | -5.5% | -20.3% |
| All | +76.2% | +81.0% | -4.8% | -20.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling