-3.7%
UBER vs SU
+22.5%
-26.2%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.7% | -4.5% | -2.3% |
| 7D | -7.0% | +1.6% | -8.6% | -6.5% |
| 30D | -8.9% | +10.7% | -19.6% | -5.9% |
| 3M | +1.0% | +13.5% | -12.5% | +4.8% |
| 6M | -3.7% | +21.8% | -25.6% | +2.4% |
| All | -3.7% | +22.5% | -26.2% | +2.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling