+75.9%
UBER vs SYY
+31.5%
+44.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.3% | -3.2% | -3.3% |
| 7D | -2.8% | -2.8% | 0.0% | -1.4% |
| 30D | -2.5% | -5.3% | +2.8% | +0.2% |
| 3M | +4.4% | +5.1% | -0.7% | +1.6% |
| 6M | -2.7% | -5.0% | +2.3% | -1.5% |
| YTD | -10.5% | +10.7% | -21.2% | -17.4% |
| 1Y | -22.5% | +0.7% | -23.2% | -25.0% |
| 3Y | +54.8% | +24.0% | +30.8% | +28.1% |
| 5Y | +82.5% | +19.3% | +63.2% | +53.9% |
| All | +75.9% | +31.5% | +44.4% | +3.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling