+101.1%
IWM vs UBER
+72.8%
+28.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UBER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.1% | -3.1% | -1.6% |
| 7D | -2.5% | -4.5% | +1.9% | -1.4% |
| 30D | -4.4% | -7.6% | +3.2% | -2.5% |
| 3M | +2.2% | +5.8% | -3.5% | +0.1% |
| 6M | +14.0% | +0.3% | +13.7% | +12.8% |
| YTD | +17.4% | -11.2% | +28.6% | +19.6% |
| 1Y | +22.9% | -23.0% | +45.9% | +29.8% |
| 3Y | +62.1% | +53.6% | +8.5% | +37.3% |
| 5Y | +38.2% | +81.9% | -43.7% | +5.2% |
| All | +101.1% | +72.8% | +28.3% | +44.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling