-26.1%
UBER vs STM
+95.5%
-121.7%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.4% | -2.6% | -2.2% |
| 7D | +0.5% | +16.3% | -15.8% | +0.4% |
| 30D | -3.1% | -6.3% | +3.2% | -3.1% |
| 3M | -8.3% | -14.1% | +5.8% | -8.2% |
| 6M | -9.5% | -19.6% | +10.1% | -10.7% |
| YTD | -15.4% | +80.1% | -95.5% | -29.3% |
| 1Y | -26.1% | +95.4% | -121.5% | -41.1% |
| All | -26.1% | +95.5% | -121.7% | -41.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling