+46.4%
UBER vs UMC
+261.2%
-214.7%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.4% | -3.6% | -1.6% |
| 7D | -5.4% | +9.0% | -14.4% | -6.8% |
| 30D | -4.9% | +17.2% | -22.1% | -7.4% |
| 3M | +3.0% | +11.4% | -8.4% | -1.2% |
| 6M | -4.4% | +137.5% | -141.9% | -25.0% |
| YTD | -12.3% | +193.1% | -205.4% | -37.7% |
| 1Y | -24.3% | +240.3% | -264.6% | -49.3% |
| 3Y | +46.4% | +262.2% | -215.7% | -12.3% |
| All | +46.4% | +261.2% | -214.7% | -12.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UMC.
Daily Out/Under-Performance
Portfolio return minus UMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UMC 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 UMC 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