+54.8%
UBER vs DIA
+60.3%
-5.5%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.1% | -2.3% | -2.3% |
| 7D | -2.8% | +0.1% | -2.9% | -2.8% |
| 30D | -2.5% | -2.1% | -0.5% | -0.3% |
| 3M | +4.4% | +4.2% | +0.2% | -0.2% |
| 6M | -2.7% | +11.9% | -14.5% | -14.1% |
| YTD | -10.5% | +10.8% | -21.3% | -20.4% |
| 1Y | -22.5% | +17.5% | -40.0% | -35.7% |
| 3Y | +54.8% | +59.9% | -5.1% | -21.2% |
| All | +54.8% | +60.3% | -5.5% | -21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DIA.
Daily Out/Under-Performance
Portfolio return minus DIA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIA 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 3y: compounded portfolio wealth divided by compounded DIA 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…
3y analysis · Full analysis span regression · 6 months rolling