+74.5%
UBER vs DOW
-15.5%
+90.1%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.8% | +1.3% | +1.8% |
| 7D | -4.5% | -2.4% | -2.1% | -3.7% |
| 30D | -7.6% | -4.1% | -3.5% | -6.4% |
| 3M | +5.8% | -12.4% | +18.2% | +10.3% |
| 6M | +0.3% | -10.6% | +10.9% | +1.5% |
| YTD | -11.2% | +31.1% | -42.3% | -24.6% |
| 1Y | -23.0% | +30.5% | -53.5% | -35.5% |
| 3Y | +53.6% | -34.4% | +88.0% | +70.8% |
| 5Y | +81.9% | -35.5% | +117.4% | +101.2% |
| All | +74.5% | -15.5% | +90.1% | +58.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 10y: compounded portfolio wealth divided by compounded DOW 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…
10y analysis · Full analysis span regression · 6 months rolling