+82.2%
UBER vs DIA
+137.3%
-55.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.3% | +0.4% |
| 7D | -3.9% | -0.2% | -3.7% | -3.7% |
| 30D | +11.1% | -1.5% | +12.6% | +13.1% |
| 3M | +4.9% | +3.8% | +1.2% | +0.2% |
| 6M | -1.2% | +10.3% | -11.4% | -12.3% |
| YTD | -7.3% | +12.1% | -19.4% | -19.6% |
| 1Y | -17.6% | +18.6% | -36.3% | -33.4% |
| 3Y | +61.1% | +60.6% | +0.4% | -10.2% |
| 5Y | +87.9% | +64.4% | +23.5% | +4.4% |
| All | +82.2% | +137.3% | -55.0% | -34.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling