+29.3%
V vs UBER
-24.0%
+53.3%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +4.9% | -1.1% | +2.9% |
| 7D | +9.0% | +7.0% | +1.9% | +7.6% |
| 30D | +18.1% | +0.6% | +17.5% | +17.9% |
| 3M | +18.3% | -2.9% | +21.3% | +18.7% |
| 6M | +34.1% | -5.5% | +39.6% | +34.9% |
| YTD | +25.2% | -14.5% | +39.7% | +26.6% |
| 1Y | +29.3% | -26.2% | +55.5% | +31.4% |
| All | +29.3% | -24.0% | +53.3% | +31.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UBER.
Daily Out/Under-Performance
Portfolio return minus UBER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UBER 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 UBER 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