+72.4%
UBER vs SU
+184.8%
-112.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.2% |
| 7D | -5.4% | +2.2% | -7.6% | -6.1% |
| 30D | -4.9% | +8.4% | -13.3% | -7.5% |
| 3M | +3.0% | +12.1% | -9.0% | -1.3% |
| 6M | -4.4% | +19.7% | -24.1% | -11.3% |
| YTD | -12.3% | +58.4% | -70.7% | -26.3% |
| 1Y | -24.3% | +67.2% | -91.5% | -37.7% |
| 3Y | +46.4% | +125.0% | -78.6% | +6.0% |
| 5Y | +79.7% | +355.1% | -275.4% | -7.4% |
| All | +72.4% | +184.8% | -112.4% | -0.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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