+67.1%
V vs UBER
+79.0%
-11.9%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.5% | +1.8% | -1.1% |
| 7D | -1.1% | -2.8% | +1.7% | -0.6% |
| 30D | +1.9% | -2.5% | +4.4% | +2.3% |
| 3M | +15.5% | +4.4% | +11.2% | +14.3% |
| 6M | +16.6% | -2.7% | +19.3% | +16.5% |
| YTD | +5.7% | -10.5% | +16.2% | +7.1% |
| 1Y | +8.6% | -22.5% | +31.1% | +12.4% |
| 3Y | +52.5% | +54.8% | -2.3% | +34.2% |
| 5Y | +67.1% | +82.5% | -15.4% | +37.9% |
| All | +67.1% | +79.0% | -11.9% | +37.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling