+81.1%
UBER vs UUUU
+88.5%
-7.4%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -6.3% | +8.4% | +3.1% |
| 7D | -4.5% | -5.0% | +0.5% | -3.7% |
| 30D | -7.6% | -7.8% | +0.2% | -6.7% |
| 3M | +5.8% | -0.4% | +6.2% | +4.9% |
| 6M | +0.3% | -32.9% | +33.2% | +4.9% |
| YTD | -11.2% | -6.3% | -4.9% | -15.2% |
| 1Y | -23.0% | +7.9% | -30.9% | -31.2% |
| 3Y | +53.6% | +85.2% | -31.6% | +10.7% |
| All | +81.1% | +88.5% | -7.4% | +22.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling