+67.6%
UBER vs STM
+196.4%
-128.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.2% | +0.6% |
| 7D | +1.6% | +12.0% | -10.4% | -2.8% |
| 30D | +0.6% | -0.4% | +0.9% | -0.6% |
| 3M | -8.2% | -13.2% | +5.0% | -5.2% |
| 6M | -6.7% | -26.1% | +19.4% | -2.8% |
| YTD | -14.7% | +81.2% | -95.9% | -44.2% |
| 1Y | -24.1% | +98.3% | -122.4% | -52.6% |
| 3Y | +33.4% | +16.7% | +16.7% | -1.0% |
| 5Y | +54.5% | -4.8% | +59.3% | +24.2% |
| All | +67.6% | +196.4% | -128.8% | -38.4% |
Cumulative growth
Daily Returns
Daily percentage return beside STM.
Daily Out/Under-Performance
Portfolio return minus STM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STM 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 10y: compounded portfolio wealth divided by compounded STM 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…
10y analysis · Full analysis span regression · 6 months rolling