-19.5%
UBER vs FIG
-77.7%
+58.2%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.8% | -0.9% | +0.8% |
| 7D | +1.2% | -14.3% | +15.4% | +2.2% |
| 30D | -1.1% | -13.6% | +12.5% | -0.2% |
| 3M | -10.0% | -23.7% | +13.7% | -8.7% |
| 6M | -7.2% | -5.4% | -1.8% | -7.8% |
| YTD | -13.5% | -49.2% | +35.7% | -12.5% |
| 1Y | -24.5% | -57.4% | +32.9% | -23.4% |
| All | -19.5% | -77.7% | +58.2% | -19.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling