-26.2%
UBER vs U
+17.5%
-43.7%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +4.9% | 0.0% | +4.2% |
| 7D | +7.0% | +7.5% | -0.4% | +6.0% |
| 30D | +0.6% | -7.0% | +7.6% | +1.4% |
| 3M | -2.9% | +20.6% | -23.5% | -5.5% |
| 6M | -5.5% | +53.2% | -58.7% | -10.7% |
| YTD | -14.5% | -3.9% | -10.6% | -18.8% |
| 1Y | -26.2% | +18.4% | -44.6% | -30.5% |
| All | -26.2% | +17.5% | -43.7% | -30.5% |
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