+72.4%
UBER vs UUUU
+367.5%
-295.1%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.0% | +3.8% | -0.3% |
| 7D | -5.4% | -10.5% | +5.1% | -3.6% |
| 30D | -4.9% | -10.5% | +5.6% | -3.4% |
| 3M | +3.0% | -14.1% | +17.2% | +5.0% |
| 6M | -4.4% | -35.5% | +31.1% | +1.0% |
| YTD | -12.3% | -10.9% | -1.4% | -15.4% |
| 1Y | -24.3% | +3.4% | -27.7% | -31.6% |
| 3Y | +46.4% | +73.1% | -26.7% | +8.8% |
| 5Y | +79.7% | +87.1% | -7.5% | +22.2% |
| All | +72.4% | +367.5% | -295.1% | -34.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling