+59.8%
UBER vs DIA
+57.3%
+2.5%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.7% |
| 7D | +1.6% | +2.1% | -0.5% | -1.1% |
| 30D | +0.6% | +1.5% | -0.9% | -1.4% |
| 3M | -8.2% | -2.4% | -5.7% | -5.3% |
| 6M | -6.7% | +6.0% | -12.7% | -13.9% |
| YTD | -14.7% | +10.1% | -24.8% | -25.5% |
| 1Y | -24.1% | +11.8% | -35.9% | -35.1% |
| 3Y | +33.4% | +59.7% | -26.3% | -33.6% |
| All | +59.8% | +57.3% | +2.5% | -11.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling