-24.3%
UBER vs FIG
-54.6%
+30.3%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.8% | -6.0% | -1.7% |
| 7D | -5.4% | -3.8% | -1.6% | -5.0% |
| 30D | -4.9% | -2.3% | -2.6% | -5.0% |
| 3M | +3.0% | +20.0% | -16.9% | -0.7% |
| 6M | -4.4% | -16.7% | +12.3% | -4.9% |
| YTD | -12.3% | -37.9% | +25.6% | -9.8% |
| 1Y | -24.3% | -58.5% | +34.2% | -18.3% |
| All | -24.3% | -54.6% | +30.3% | -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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling