+54.8%
UBER vs URA
+121.0%
-66.2%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +3.1% | -6.6% | -4.2% |
| 7D | -2.8% | +8.1% | -10.9% | -4.6% |
| 30D | -2.5% | +5.8% | -8.3% | -4.0% |
| 3M | +4.4% | +3.4% | +0.9% | +3.1% |
| 6M | -2.7% | -2.6% | 0.0% | -3.2% |
| YTD | -10.5% | +11.2% | -21.7% | -15.5% |
| 1Y | -22.5% | +19.8% | -42.3% | -29.3% |
| 3Y | +54.8% | +121.5% | -66.7% | +10.5% |
| All | +54.8% | +121.0% | -66.2% | +10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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