+42.5%
UBER vs U
+81.5%
-39.0%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.5% | -5.8% | -1.2% |
| 7D | +5.1% | +36.6% | -31.5% | -0.4% |
| 30D | +0.2% | +13.3% | -13.1% | -2.2% |
| 3M | -2.7% | +26.2% | -28.8% | -6.9% |
| 6M | -13.4% | +88.7% | -102.1% | -22.8% |
| YTD | -16.1% | +16.6% | -32.6% | -20.8% |
| 1Y | -25.5% | +29.0% | -54.5% | -31.2% |
| 3Y | +42.5% | +99.5% | -57.0% | +18.8% |
| All | +42.5% | +81.5% | -39.0% | +18.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling