+75.9%
UBER vs D
+25.3%
+50.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.6% | -4.0% | -3.5% |
| 7D | -2.8% | +0.8% | -3.6% | -2.9% |
| 30D | -2.5% | -0.7% | -1.8% | -2.5% |
| 3M | +4.4% | +2.1% | +2.3% | +4.1% |
| 6M | -2.7% | +6.8% | -9.5% | -3.6% |
| YTD | -10.5% | +16.5% | -27.0% | -12.4% |
| 1Y | -22.5% | +19.2% | -41.7% | -24.4% |
| 3Y | +54.8% | +61.9% | -7.1% | +43.1% |
| 5Y | +82.5% | +6.5% | +76.0% | +77.9% |
| All | +75.9% | +25.3% | +50.6% | +72.3% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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