+71.0%
UBER vs STT
+274.1%
-203.1%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | 0.0% | -2.8% | -2.8% |
| 7D | -7.0% | +1.0% | -8.0% | -7.5% |
| 30D | -8.9% | +2.8% | -11.7% | -10.3% |
| 3M | +1.0% | +18.1% | -17.1% | -7.7% |
| 6M | -3.7% | +59.2% | -63.0% | -24.3% |
| YTD | -13.0% | +51.5% | -64.5% | -30.3% |
| 1Y | -25.5% | +75.7% | -101.2% | -44.9% |
| 3Y | +50.5% | +200.8% | -150.3% | -16.9% |
| 5Y | +76.2% | +155.8% | -79.6% | +2.2% |
| All | +71.0% | +274.1% | -203.1% | -26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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