+71.0%
UBER vs SU
+185.6%
-114.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.7% | -4.5% | -3.3% |
| 7D | -7.0% | +1.6% | -8.6% | -7.5% |
| 30D | -8.9% | +10.7% | -19.6% | -12.0% |
| 3M | +1.0% | +13.5% | -12.5% | -3.7% |
| 6M | -3.7% | +21.8% | -25.6% | -11.2% |
| YTD | -13.0% | +58.8% | -71.9% | -27.0% |
| 1Y | -25.5% | +72.0% | -97.6% | -39.3% |
| 3Y | +50.5% | +121.7% | -71.2% | +9.5% |
| 5Y | +76.2% | +350.4% | -274.3% | -8.7% |
| All | +71.0% | +185.6% | -114.6% | -1.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling