+76.2%
UBER vs DOW
-35.8%
+112.0%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.2% | -2.7% |
| 7D | -7.0% | -6.0% | -1.0% | -5.5% |
| 30D | -8.9% | -2.7% | -6.2% | -8.3% |
| 3M | +1.0% | -10.5% | +11.5% | +3.5% |
| 6M | -3.7% | -12.4% | +8.7% | -2.5% |
| YTD | -13.0% | +30.0% | -43.0% | -24.5% |
| 1Y | -25.5% | +27.8% | -53.3% | -35.8% |
| 3Y | +50.5% | -34.9% | +85.4% | +73.2% |
| 5Y | +76.2% | -35.9% | +112.0% | +100.4% |
| All | +76.2% | -35.8% | +112.0% | +100.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling