+54.8%
UBER vs STT
+203.8%
-149.0%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.2% | -2.2% | -3.0% |
| 7D | -2.8% | +2.2% | -5.0% | -3.6% |
| 30D | -2.5% | +3.9% | -6.4% | -4.1% |
| 3M | +4.4% | +19.2% | -14.8% | -3.6% |
| 6M | -2.7% | +60.4% | -63.0% | -21.2% |
| YTD | -10.5% | +51.5% | -62.0% | -26.2% |
| 1Y | -22.5% | +76.3% | -98.8% | -40.8% |
| 3Y | +54.8% | +200.7% | -145.9% | -10.7% |
| All | +54.8% | +203.8% | -149.0% | -10.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling