UBER
Uber Technologies Inc
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
UBER Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | Full History | |||
|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 11.92% | -6.24% | 7.42% | 6.28% | 7.79% | 9.91% |
| Sharpe Ratio | 0.44 | -0.20 | 0.29 | 0.14 | 0.30 | 0.21 |
| Max Drawdown | -18.58% | -30.89% | -40.55% | -62.75% | -40.55% | -57.69% |
| % Time Invested | 63.1% | 100.0% | 45.1% | 100.0% | 47.3% | 100.0% |
| Trades / Year | 3.0 | 0.0 | 2.6 | 0.0 | 2.7 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2026-03-09 | Open | Interest | 100% | $1.00 | $1.00 | 0.62% | Mark-to-Market |
| 2026-03-05 | 2026-03-09 | Completed | 100% | $76.59 | $74.12 | -3.22% | Signal |
| 2026-01-07 | 2026-03-05 | Interest | 100% | $1.00 | $1.01 | 0.63% | Interest Income |
| 2025-12-16 | 2026-01-07 | Completed | 100% | $81.75 | $86.24 | 5.50% | Signal |
| 2025-11-21 | 2025-12-16 | Interest | 100% | $1.00 | $1.00 | 0.26% | Interest Income |
| 2025-04-30 | 2025-11-21 | Completed | 100% | $77.77 | $83.97 | 7.97% | Stop |
| 2025-04-07 | 2025-04-30 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-03-12 | 2025-04-07 | Completed | 100% | $72.31 | $62.52 | -13.54% | Stop |
| 2024-12-12 | 2025-03-12 | Interest | 100% | $1.00 | $1.01 | 1.04% | Interest Income |
| 2024-11-25 | 2024-12-12 | Completed | 100% | $72.60 | $63.17 | -13.00% | Stop |
| 2024-11-01 | 2024-11-25 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2024-10-16 | 2024-11-01 | Completed | 100% | $82.93 | $73.94 | -10.84% | Stop |
| 2024-09-24 | 2024-10-16 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2024-08-22 | 2024-09-24 | Completed | 100% | $73.55 | $76.00 | 3.33% | Signal |
| 2024-07-31 | 2024-08-22 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2024-05-14 | 2024-07-31 | Completed | 100% | $65.85 | $63.88 | -2.99% | Stop |
| 2024-04-22 | 2024-05-14 | Interest | 100% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2023-11-20 | 2024-04-22 | Completed | 100% | $53.83 | $70.48 | 30.93% | Stop |
| 2023-10-27 | 2023-11-20 | Interest | 100% | $1.00 | $1.00 | 0.29% | Interest Income |
| 2023-04-04 | 2023-10-27 | Completed | 100% | $31.94 | $41.21 | 29.02% | Stop |
| 2023-03-13 | 2023-04-04 | Interest | 100% | $1.00 | $1.00 | 0.22% | Interest Income |
| 2023-01-13 | 2023-03-13 | Completed | 100% | $28.68 | $30.58 | 6.64% | Stop |
| 2022-08-09 | 2023-01-13 | Interest | 100% | $1.00 | $1.02 | 1.55% | Interest Income |
| 2022-08-05 | 2022-08-09 | Completed | 100% | $31.20 | $31.37 | 0.54% | Signal |
| 2021-09-29 | 2022-08-05 | Interest | 100% | $1.00 | $1.02 | 1.87% | Interest Income |
| 2021-09-27 | 2021-09-29 | Completed | 100% | $46.77 | $46.00 | -1.65% | Signal |
| 2021-07-22 | 2021-09-27 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
Return Distribution Analysis
