+91.5%
UBER vs U
-43.3%
+134.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.3% | -2.7% |
| 7D | -7.0% | +4.4% | -11.4% | -8.0% |
| 30D | -8.9% | -1.3% | -7.6% | -8.7% |
| 3M | +1.0% | +49.6% | -48.6% | -9.1% |
| 6M | -3.7% | +100.2% | -103.9% | -20.1% |
| YTD | -13.0% | -3.7% | -9.3% | -16.1% |
| 1Y | -25.5% | -6.5% | -19.0% | -28.7% |
| 3Y | +50.5% | +12.9% | +37.6% | +25.1% |
| 5Y | +76.2% | -68.3% | +144.4% | +76.9% |
| All | +91.5% | -43.3% | +134.8% | +85.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling