+72.4%
UBER vs AGI
+732.0%
-659.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.7% | -1.9% | -1.3% |
| 7D | -5.4% | -2.7% | -2.7% | -5.1% |
| 30D | -4.9% | +7.2% | -12.1% | -5.8% |
| 3M | +3.0% | +4.3% | -1.2% | +2.2% |
| 6M | -4.4% | -27.1% | +22.7% | -1.6% |
| YTD | -12.3% | -6.6% | -5.7% | -13.0% |
| 1Y | -24.3% | +9.5% | -33.8% | -26.7% |
| 3Y | +46.4% | +208.4% | -162.0% | +22.3% |
| 5Y | +79.7% | +401.6% | -322.0% | +40.3% |
| All | +72.4% | +732.0% | -659.6% | +59.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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