-17.6%
UBER vs STRL
+76.3%
-93.9%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.8% | -6.0% | -0.3% |
| 7D | -3.9% | +3.4% | -7.3% | -3.9% |
| 30D | +11.1% | -9.2% | +20.4% | +11.2% |
| 3M | +4.9% | -51.0% | +56.0% | +7.3% |
| 6M | -1.2% | +15.8% | -16.9% | -5.1% |
| YTD | -7.3% | +58.9% | -66.1% | -15.0% |
| 1Y | -17.6% | +68.5% | -86.2% | -26.0% |
| All | -17.6% | +76.3% | -93.9% | -26.0% |
Cumulative growth
Daily Returns
Daily percentage return beside STRL.
Daily Out/Under-Performance
Portfolio return minus STRL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STRL 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 STRL 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