+78.9%
UBER vs SPYM
+82.9%
-4.1%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.1% | -2.4% |
| 7D | -5.4% | -0.8% | -4.6% | -4.4% |
| 30D | -4.9% | -1.1% | -3.8% | -3.5% |
| 3M | +3.0% | +3.9% | -0.8% | -2.5% |
| 6M | -4.4% | +13.6% | -18.0% | -20.2% |
| YTD | -12.3% | +12.7% | -25.0% | -26.2% |
| 1Y | -24.3% | +17.6% | -41.9% | -39.9% |
| 3Y | +46.4% | +77.2% | -30.8% | -37.2% |
| All | +78.9% | +82.9% | -4.1% | -20.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPYM.
Daily Out/Under-Performance
Portfolio return minus SPYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPYM 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 SPYM 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