-26.2%
UBER vs SW
+29.5%
-55.7%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +4.1% | +0.8% | +4.2% |
| 7D | +7.0% | +12.1% | -5.0% | +5.1% |
| 30D | +0.6% | +6.6% | -6.0% | -0.5% |
| 3M | -2.9% | -6.0% | +3.1% | -2.3% |
| 6M | -5.5% | +21.5% | -27.0% | -7.7% |
| YTD | -14.5% | +20.3% | -34.8% | -17.7% |
| 1Y | -26.2% | +28.1% | -54.3% | -29.2% |
| All | -26.2% | +29.5% | -55.7% | -29.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 1y: compounded portfolio wealth divided by compounded SW 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…
1y analysis · Full analysis span regression · 6 months rolling