+76.2%
UBER vs DG
-39.5%
+115.7%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.6% | -0.2% | -2.6% |
| 7D | -7.0% | -4.8% | -2.2% | -6.6% |
| 30D | -8.9% | +1.8% | -10.7% | -9.1% |
| 3M | +1.0% | +14.5% | -13.5% | -0.3% |
| 6M | -3.7% | -13.6% | +9.8% | -2.9% |
| YTD | -13.0% | -4.8% | -8.2% | -13.0% |
| 1Y | -25.5% | +21.6% | -47.1% | -27.1% |
| 3Y | +50.5% | +4.5% | +46.0% | +47.3% |
| 5Y | +76.2% | -38.5% | +114.6% | +100.4% |
| All | +76.2% | -39.5% | +115.7% | +100.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling