-17.3%
UBER vs FIG
-74.0%
+56.6%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.6% | +1.5% | +2.0% |
| 7D | -4.5% | -12.2% | +7.7% | -3.7% |
| 30D | -7.6% | -11.0% | +3.4% | -7.1% |
| 3M | +5.8% | +11.9% | -6.1% | +3.9% |
| 6M | +0.3% | -21.9% | +22.2% | -0.2% |
| YTD | -11.2% | -40.8% | +29.6% | -11.0% |
| 1Y | -23.0% | -56.6% | +33.7% | -21.8% |
| All | -17.3% | -74.0% | +56.6% | -18.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FIG.
Daily Out/Under-Performance
Portfolio return minus FIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIG 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 FIG 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