+9.5%
V vs UBER
-24.0%
+33.5%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.1% | -2.1% | -0.3% |
| 7D | -3.0% | -4.5% | +1.4% | -2.5% |
| 30D | +1.2% | -7.6% | +8.8% | +2.2% |
| 3M | +13.9% | +5.8% | +8.2% | +13.0% |
| 6M | +17.2% | +0.3% | +17.0% | +16.9% |
| YTD | +5.3% | -11.2% | +16.5% | +5.6% |
| 1Y | +9.5% | -23.0% | +32.5% | +9.9% |
| All | +9.5% | -24.0% | +33.5% | +9.9% |
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