+72.4%
UBER vs DE
+383.0%
-310.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.1% |
| 7D | -5.4% | -2.6% | -2.8% | -4.3% |
| 30D | -4.9% | +9.0% | -13.9% | -8.9% |
| 3M | +3.0% | +19.1% | -16.1% | -6.0% |
| 6M | -4.4% | +14.4% | -18.8% | -11.8% |
| YTD | -12.3% | +45.9% | -58.2% | -29.2% |
| 1Y | -24.3% | +43.6% | -67.9% | -38.8% |
| 3Y | +46.4% | +75.9% | -29.4% | +3.5% |
| 5Y | +79.7% | +98.8% | -19.1% | +11.3% |
| All | +72.4% | +383.0% | -310.6% | -52.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE 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 DE 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