-19.0%
UBER vs FIG
-74.1%
+55.1%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.3% | +0.4% | -2.6% |
| 7D | -7.0% | -14.5% | +7.4% | -6.1% |
| 30D | -8.9% | -13.3% | +4.4% | -8.2% |
| 3M | +1.0% | +7.4% | -6.4% | -0.5% |
| 6M | -3.7% | -27.8% | +24.1% | -3.9% |
| YTD | -13.0% | -41.1% | +28.1% | -12.8% |
| 1Y | -25.5% | -58.7% | +33.2% | -24.4% |
| All | -19.0% | -74.1% | +55.1% | -19.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling