+65.0%
UBER vs URI
+724.5%
-659.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.4% | -0.8% |
| 7D | +5.1% | -9.8% | +14.9% | +9.9% |
| 30D | +0.2% | +1.7% | -1.5% | -1.0% |
| 3M | -2.7% | -9.1% | +6.4% | +0.6% |
| 6M | -13.4% | +9.9% | -23.2% | -19.2% |
| YTD | -16.1% | +31.2% | -47.3% | -31.2% |
| 1Y | -25.5% | +25.9% | -51.5% | -37.8% |
| 3Y | +42.5% | +147.4% | -104.9% | -22.2% |
| 5Y | +45.3% | +179.7% | -134.4% | -29.0% |
| All | +65.0% | +724.5% | -659.5% | -68.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling