+88.7%
UBER vs U
-32.9%
+121.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.1% | +0.5% | -1.1% |
| 7D | +5.2% | +24.4% | -19.2% | -0.7% |
| 30D | -2.0% | +7.4% | -9.4% | -4.4% |
| 3M | -10.2% | +16.8% | -27.0% | -14.5% |
| 6M | -7.2% | +78.8% | -85.9% | -21.0% |
| YTD | -14.3% | +14.0% | -28.2% | -21.4% |
| 1Y | -25.6% | +16.7% | -42.3% | -32.4% |
| 3Y | +35.8% | +86.4% | -50.6% | -2.3% |
| 5Y | +61.5% | -71.5% | +133.0% | +60.5% |
| All | +88.7% | -32.9% | +121.6% | +74.0% |
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 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