+81.9%
UBER vs SYY
+20.0%
+61.9%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.9% | +1.2% | +1.8% |
| 7D | -4.5% | +1.5% | -6.0% | -5.0% |
| 30D | -7.6% | -2.3% | -5.3% | -6.9% |
| 3M | +5.8% | +5.5% | +0.3% | +3.6% |
| 6M | +0.3% | -1.0% | +1.2% | -0.2% |
| YTD | -11.2% | +14.1% | -25.3% | -17.3% |
| 1Y | -23.0% | +5.6% | -28.5% | -26.0% |
| 3Y | +53.6% | +27.9% | +25.7% | +26.8% |
| 5Y | +81.9% | +22.7% | +59.2% | +50.2% |
| All | +81.9% | +20.0% | +61.9% | +50.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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