+72.4%
UBER vs ELV
+73.0%
-0.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.7% | -1.4% |
| 7D | -5.4% | +3.2% | -8.6% | -6.3% |
| 30D | -4.9% | +5.4% | -10.3% | -6.5% |
| 3M | +3.0% | +5.4% | -2.3% | +0.8% |
| 6M | -4.4% | +45.7% | -50.1% | -15.8% |
| YTD | -12.3% | +21.2% | -33.5% | -18.9% |
| 1Y | -24.3% | +35.6% | -59.9% | -33.0% |
| 3Y | +46.4% | -2.0% | +48.5% | +40.7% |
| 5Y | +79.7% | +26.0% | +53.7% | +47.3% |
| All | +72.4% | +73.0% | -0.6% | +13.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ELV.
Daily Out/Under-Performance
Portfolio return minus ELV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ELV 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 ELV 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