-17.6%
UBER vs U
+6.4%
-24.0%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | -0.1% |
| 7D | -3.9% | -3.8% | -0.1% | -3.4% |
| 30D | +11.1% | +17.5% | -6.3% | +8.6% |
| 3M | +4.9% | +38.7% | -33.8% | 0.0% |
| 6M | -1.2% | +104.4% | -105.6% | -9.9% |
| YTD | -7.3% | -5.7% | -1.6% | -9.9% |
| 1Y | -17.6% | +3.7% | -21.3% | -20.0% |
| All | -17.6% | +6.4% | -24.0% | -20.0% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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