+76.1%
V vs UBER
+40.1%
+36.0%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.8% | +0.4% |
| 7D | +0.6% | +5.2% | -4.6% | -0.1% |
| 30D | +9.7% | -2.0% | +11.8% | +10.0% |
| 3M | +17.3% | -10.2% | +27.5% | +18.8% |
| 6M | +33.2% | -7.2% | +40.4% | +34.1% |
| YTD | +21.3% | -14.3% | +35.6% | +23.0% |
| 1Y | +27.3% | -25.6% | +52.9% | +31.1% |
| 3Y | +76.1% | +35.8% | +40.3% | +73.0% |
| All | +76.1% | +40.1% | +36.0% | +73.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling