+76.2%
UBER vs DIA
+63.0%
+13.2%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.7% | -2.1% | -1.8% |
| 7D | -7.0% | -1.2% | -5.8% | -5.5% |
| 30D | -8.9% | -2.7% | -6.2% | -5.6% |
| 3M | +1.0% | +3.3% | -2.3% | -3.3% |
| 6M | -3.7% | +10.4% | -14.2% | -15.8% |
| YTD | -13.0% | +10.0% | -23.0% | -23.8% |
| 1Y | -25.5% | +16.2% | -41.7% | -39.6% |
| 3Y | +50.5% | +58.7% | -8.3% | -23.9% |
| 5Y | +76.2% | +63.6% | +12.6% | -9.2% |
| All | +76.2% | +63.0% | +13.2% | -9.2% |
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 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