-25.6%
UBER vs STT
+48.0%
-73.5%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.4% | -2.0% | -1.6% |
| 7D | +5.2% | +1.1% | +4.1% | +5.0% |
| 30D | -2.0% | -1.9% | -0.1% | -1.9% |
| 3M | -10.2% | -7.6% | -2.6% | -9.6% |
| 6M | -7.2% | +16.0% | -23.1% | -11.9% |
| YTD | -14.3% | +36.2% | -50.5% | -21.7% |
| 1Y | -25.6% | +46.8% | -72.3% | -33.9% |
| All | -25.6% | +48.0% | -73.5% | -33.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling