+74.5%
UBER vs DG
+11.4%
+63.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.3% | +3.4% | +2.2% |
| 7D | -4.5% | -6.3% | +1.8% | -3.7% |
| 30D | -7.6% | +2.4% | -10.0% | -7.9% |
| 3M | +5.8% | +12.4% | -6.7% | +4.3% |
| 6M | +0.3% | -14.9% | +15.2% | +1.7% |
| YTD | -11.2% | -6.1% | -5.1% | -11.0% |
| 1Y | -23.0% | +17.9% | -40.8% | -24.9% |
| 3Y | +53.6% | +3.1% | +50.5% | +49.0% |
| 5Y | +81.9% | -38.7% | +120.6% | +97.9% |
| All | +74.5% | +11.4% | +63.2% | +58.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 DG 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