-13.7%
UBER vs FIG
-71.6%
+58.0%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.4% | +4.1% | 0.0% |
| 7D | -3.9% | -16.3% | +12.4% | -2.8% |
| 30D | +11.1% | -14.3% | +25.4% | +11.8% |
| 3M | +4.9% | +7.2% | -2.2% | +3.3% |
| 6M | -1.2% | -18.6% | +17.5% | -2.0% |
| YTD | -7.3% | -35.5% | +28.2% | -7.6% |
| 1Y | -17.6% | -55.8% | +38.2% | -17.0% |
| All | -13.7% | -71.6% | +58.0% | -15.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling