+146.1%
V vs UBER
+80.4%
+65.7%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.9% |
| 7D | -1.7% | -3.9% | +2.2% | -0.9% |
| 30D | +2.0% | +11.1% | -9.2% | -0.4% |
| 3M | +17.4% | +4.9% | +12.4% | +15.7% |
| 6M | +17.5% | -1.2% | +18.7% | +17.0% |
| YTD | +7.6% | -7.3% | +14.9% | +8.4% |
| 1Y | +7.7% | -17.6% | +25.3% | +10.7% |
| 3Y | +54.7% | +61.1% | -6.4% | +32.8% |
| 5Y | +73.0% | +87.9% | -14.8% | +36.2% |
| All | +146.1% | +80.4% | +65.7% | +82.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling