+66.3%
UBER vs F
+67.0%
-0.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | F | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.9% | +0.7% | -1.1% |
| 7D | +0.5% | -3.9% | +4.4% | +2.1% |
| 30D | -3.1% | -0.5% | -2.6% | -2.9% |
| 3M | -8.3% | -12.9% | +4.6% | -3.3% |
| 6M | -9.5% | +1.5% | -11.0% | -12.3% |
| YTD | -15.4% | -5.0% | -10.4% | -16.3% |
| 1Y | -26.1% | -7.3% | -18.8% | -26.1% |
| 3Y | +34.0% | +45.3% | -11.2% | +2.6% |
| 5Y | +53.2% | -15.8% | +69.0% | +44.0% |
| All | +66.3% | +67.0% | -0.7% | +3.9% |
Cumulative growth
Daily Returns
Daily percentage return beside F.
Daily Out/Under-Performance
Portfolio return minus F return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × F 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 F 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