+71.2%
UBER vs D
+29.2%
+42.1%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.5% | +4.3% | +3.8% |
| 7D | +6.7% | +0.8% | +5.9% | +6.6% |
| 30D | -0.5% | +10.7% | -11.2% | -1.6% |
| 3M | -5.1% | +2.3% | -7.4% | -5.4% |
| 6M | -5.7% | +12.5% | -18.2% | -7.0% |
| YTD | -12.9% | +20.1% | -33.0% | -15.0% |
| 1Y | -22.6% | +15.6% | -38.2% | -24.2% |
| 3Y | +42.2% | +75.2% | -33.0% | +30.2% |
| 5Y | +56.4% | +14.6% | +41.8% | +51.0% |
| All | +71.2% | +29.2% | +42.1% | +67.1% |
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