-26.1%
UBER vs URI
+34.6%
-60.7%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.0% | -1.2% | -2.2% |
| 7D | +0.5% | +9.3% | -8.8% | +0.4% |
| 30D | -3.1% | +7.6% | -10.7% | -3.2% |
| 3M | -8.3% | +1.0% | -9.3% | -8.4% |
| 6M | -9.5% | +19.8% | -29.3% | -10.0% |
| YTD | -15.4% | +41.9% | -57.3% | -18.1% |
| 1Y | -26.1% | +33.4% | -59.5% | -27.5% |
| All | -26.1% | +34.6% | -60.7% | -27.5% |
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