+75.9%
UBER vs VEEV
+87.5%
-11.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.7% | +0.3% | -1.8% |
| 7D | -2.8% | -5.2% | +2.3% | -0.5% |
| 30D | -2.5% | +14.9% | -17.4% | -9.4% |
| 3M | +4.4% | +58.4% | -54.0% | -16.4% |
| 6M | -2.7% | +35.5% | -38.1% | -17.1% |
| YTD | -10.5% | +18.6% | -29.1% | -19.4% |
| 1Y | -22.5% | -6.3% | -16.2% | -22.7% |
| 3Y | +54.8% | +20.2% | +34.6% | +29.9% |
| 5Y | +82.5% | -13.8% | +96.3% | +72.4% |
| All | +75.9% | +87.5% | -11.5% | +7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VEEV.
Daily Out/Under-Performance
Portfolio return minus VEEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEEV 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 VEEV 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