-23.0%
UBER vs USAR
+12.3%
-35.3%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -6.0% | +8.1% | +2.2% |
| 7D | -4.5% | -9.3% | +4.9% | -4.2% |
| 30D | -7.6% | -15.2% | +7.6% | -7.3% |
| 3M | +5.8% | -21.1% | +26.9% | +6.1% |
| 6M | +0.3% | -21.6% | +21.8% | +0.1% |
| YTD | -11.2% | +34.8% | -46.0% | -13.3% |
| 1Y | -23.0% | +15.6% | -38.6% | -18.5% |
| All | -23.0% | +12.3% | -35.3% | -18.5% |
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