+72.4%
UBER vs BR
+64.3%
+8.1%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.0% |
| 7D | -5.4% | -3.0% | -2.4% | -3.6% |
| 30D | -4.9% | -0.3% | -4.6% | -4.8% |
| 3M | +3.0% | +17.3% | -14.2% | -6.8% |
| 6M | -4.4% | -6.7% | +2.3% | -0.9% |
| YTD | -12.3% | -23.4% | +11.2% | +1.9% |
| 1Y | -24.3% | -32.7% | +8.4% | -4.8% |
| 3Y | +46.4% | -5.9% | +52.4% | +47.9% |
| 5Y | +79.7% | +8.4% | +71.2% | +61.6% |
| All | +72.4% | +64.3% | +8.1% | +7.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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