+56.4%
UBER vs STT
+107.7%
-51.3%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +3.2% | +0.5% | +2.2% |
| 7D | +6.7% | +0.9% | +5.8% | +6.2% |
| 30D | -0.5% | -2.3% | +1.9% | +0.6% |
| 3M | -5.1% | -7.5% | +2.3% | -1.8% |
| 6M | -5.7% | +14.9% | -20.6% | -13.3% |
| YTD | -12.9% | +34.9% | -47.8% | -26.9% |
| 1Y | -22.6% | +47.1% | -69.7% | -38.1% |
| 3Y | +42.2% | +179.6% | -137.4% | -22.5% |
| 5Y | +56.4% | +107.1% | -50.7% | -2.1% |
| All | +56.4% | +107.7% | -51.3% | -2.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling