+104.1%
UBER vs U
-44.5%
+148.5%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | 0.0% |
| 7D | -3.9% | -3.8% | -0.1% | -3.0% |
| 30D | +11.1% | +17.5% | -6.3% | +6.5% |
| 3M | +4.9% | +38.7% | -33.8% | -3.8% |
| 6M | -1.2% | +104.4% | -105.6% | -18.5% |
| YTD | -7.3% | -5.7% | -1.6% | -10.1% |
| 1Y | -17.6% | +3.7% | -21.3% | -23.4% |
| 3Y | +61.1% | +12.3% | +48.7% | +33.9% |
| 5Y | +87.9% | -68.8% | +156.7% | +89.6% |
| All | +104.1% | -44.5% | +148.5% | +99.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling