-26.2%
UBER vs URI
+33.3%
-59.5%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -4.4% | +9.3% | +4.9% |
| 7D | +7.0% | -4.3% | +11.4% | +7.0% |
| 30D | +0.6% | +4.6% | -4.0% | +0.5% |
| 3M | -2.9% | -2.1% | -0.8% | -2.9% |
| 6M | -5.5% | +21.9% | -27.4% | -6.0% |
| YTD | -14.5% | +39.7% | -54.2% | -17.4% |
| 1Y | -26.2% | +32.9% | -59.1% | -25.1% |
| All | -26.2% | +33.3% | -59.5% | -25.1% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 1y: compounded portfolio wealth divided by compounded URI 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…
1y analysis · Full analysis span regression · 6 months rolling