+82.2%
UBER vs USB
+64.6%
+17.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.2% |
| 7D | -3.9% | +1.4% | -5.3% | -4.5% |
| 30D | +11.1% | -1.3% | +12.4% | +11.6% |
| 3M | +4.9% | +15.2% | -10.3% | -2.0% |
| 6M | -1.2% | +18.8% | -20.0% | -9.2% |
| YTD | -7.3% | +21.0% | -28.3% | -15.8% |
| 1Y | -17.6% | +34.0% | -51.7% | -29.0% |
| 3Y | +61.1% | +95.3% | -34.3% | +12.9% |
| 5Y | +87.9% | +40.4% | +47.5% | +53.2% |
| All | +82.2% | +64.6% | +17.6% | +31.4% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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