+46.4%
UBER vs BND
+12.5%
+33.9%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.2% | -1.2% |
| 7D | -5.4% | -1.0% | -4.4% | -4.9% |
| 30D | -4.9% | -1.1% | -3.8% | -4.3% |
| 3M | +3.0% | -1.9% | +4.9% | +4.1% |
| 6M | -4.4% | -1.6% | -2.8% | -3.6% |
| YTD | -12.3% | -1.2% | -11.0% | -11.7% |
| 1Y | -24.3% | -0.7% | -23.6% | -23.9% |
| 3Y | +46.4% | +12.5% | +33.9% | +31.7% |
| All | +46.4% | +12.5% | +33.9% | +31.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 3y: compounded portfolio wealth divided by compounded BND 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…
3y analysis · Full analysis span regression · 6 months rolling