-17.6%
UBER vs USAR
+27.9%
-45.5%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.3% |
| 7D | -3.9% | -2.1% | -1.8% | -3.8% |
| 30D | +11.1% | +2.6% | +8.5% | +11.0% |
| 3M | +4.9% | -35.0% | +39.9% | +5.8% |
| 6M | -1.2% | -6.9% | +5.7% | -1.6% |
| YTD | -7.3% | +48.0% | -55.3% | -9.7% |
| 1Y | -17.6% | +24.8% | -42.4% | -14.2% |
| All | -17.6% | +27.9% | -45.5% | -14.2% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 USAR 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