+76.2%
UBER vs DAR
-8.0%
+84.1%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.6% | -3.4% | -3.0% |
| 7D | -7.0% | -0.2% | -6.9% | -7.0% |
| 30D | -8.9% | +7.4% | -16.4% | -11.3% |
| 3M | +1.0% | +15.7% | -14.7% | -4.4% |
| 6M | -3.7% | +30.0% | -33.8% | -13.0% |
| YTD | -13.0% | +87.5% | -100.5% | -30.9% |
| 1Y | -25.5% | +113.4% | -138.9% | -43.9% |
| 3Y | +50.5% | +15.3% | +35.2% | +37.7% |
| 5Y | +76.2% | -4.3% | +80.5% | +68.4% |
| All | +76.2% | -8.0% | +84.1% | +68.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 5y: compounded portfolio wealth divided by compounded DAR 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…
5y analysis · Full analysis span regression · 6 months rolling