+82.2%
UBER vs URA
+403.5%
-321.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.6% |
| 7D | -3.9% | +1.1% | -5.0% | -4.4% |
| 30D | +11.1% | +7.4% | +3.7% | +7.4% |
| 3M | +4.9% | -8.4% | +13.3% | +7.4% |
| 6M | -1.2% | -12.7% | +11.6% | +1.8% |
| YTD | -7.3% | +7.8% | -15.1% | -15.4% |
| 1Y | -17.6% | +19.5% | -37.1% | -30.0% |
| 3Y | +61.1% | +116.4% | -55.4% | -7.3% |
| 5Y | +87.9% | +134.3% | -46.4% | -6.0% |
| All | +82.2% | +403.5% | -321.2% | -64.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling