+71.0%
UBER vs DRI
+114.3%
-43.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.6% | -1.2% | -1.9% |
| 7D | -7.0% | -4.8% | -2.2% | -4.3% |
| 30D | -8.9% | -3.9% | -5.0% | -7.0% |
| 3M | +1.0% | +5.1% | -4.1% | -2.4% |
| 6M | -3.7% | +5.5% | -9.2% | -7.8% |
| YTD | -13.0% | +16.5% | -29.5% | -22.1% |
| 1Y | -25.5% | +2.0% | -27.5% | -28.5% |
| 3Y | +50.5% | +54.5% | -4.0% | +7.2% |
| 5Y | +76.2% | +66.6% | +9.6% | +19.7% |
| All | +71.0% | +114.3% | -43.3% | -20.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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