+63.7%
UBER vs URI
+121.2%
-57.5%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -1.9% | -0.7% |
| 7D | -3.9% | -2.0% | -1.9% | -3.4% |
| 30D | +11.1% | -12.9% | +24.1% | +15.2% |
| 3M | +4.9% | -6.7% | +11.6% | +6.1% |
| 6M | -1.2% | +19.0% | -20.2% | -8.1% |
| YTD | -7.3% | +25.5% | -32.8% | -16.9% |
| 1Y | -17.6% | +5.5% | -23.2% | -21.0% |
| All | +63.7% | +121.2% | -57.5% | +5.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling