+42.2%
UBER vs STT
+177.3%
-135.1%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +3.2% | +0.5% | +2.6% |
| 7D | +6.7% | +0.9% | +5.8% | +6.3% |
| 30D | -0.5% | -2.3% | +1.9% | +0.3% |
| 3M | -5.1% | -7.5% | +2.3% | -2.6% |
| 6M | -5.7% | +14.9% | -20.6% | -12.2% |
| YTD | -12.9% | +34.9% | -47.8% | -24.8% |
| 1Y | -22.6% | +47.1% | -69.7% | -36.0% |
| 3Y | +42.2% | +179.6% | -137.4% | -10.4% |
| All | +42.2% | +177.3% | -135.1% | -10.4% |
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