+116.4%
UBER vs DFNS
-100.0%
+216.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DFNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +12.7% | -11.8% | +0.9% |
| 7D | +1.2% | -13.0% | +14.1% | +1.2% |
| 30D | -1.1% | -56.9% | +55.7% | -0.9% |
| 3M | -10.0% | -93.2% | +83.2% | -9.4% |
| 6M | -7.2% | -95.4% | +88.3% | -7.4% |
| YTD | -13.5% | -99.5% | +86.0% | -13.4% |
| 1Y | -24.5% | -99.6% | +75.2% | -24.3% |
| 3Y | +37.0% | -100.0% | +137.0% | +32.0% |
| 5Y | +63.3% | -100.0% | +163.3% | +59.6% |
| All | +116.4% | -100.0% | +216.4% | +116.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DFNS.
Daily Out/Under-Performance
Portfolio return minus DFNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DFNS 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 DFNS 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