+68.5%
UBER vs STT
+236.4%
-167.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.4% | -2.0% | -1.8% |
| 7D | +5.2% | +1.1% | +4.1% | +4.6% |
| 30D | -2.0% | -1.9% | -0.1% | -1.2% |
| 3M | -10.2% | -7.6% | -2.6% | -7.0% |
| 6M | -7.2% | +16.0% | -23.1% | -14.7% |
| YTD | -14.3% | +36.2% | -50.5% | -27.8% |
| 1Y | -25.6% | +46.8% | -72.3% | -39.7% |
| 3Y | +35.8% | +177.8% | -142.0% | -22.2% |
| 5Y | +61.5% | +105.8% | -44.4% | +4.4% |
| All | +68.5% | +236.4% | -167.8% | -24.1% |
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