+35.3%
UBER vs FITB
+143.6%
-108.3%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.5% | +0.8% |
| 7D | +1.2% | -0.6% | +1.7% | +1.4% |
| 30D | -1.1% | +7.0% | -8.2% | -3.3% |
| 3M | -10.0% | -4.8% | -5.2% | -8.7% |
| 6M | -7.2% | +13.5% | -20.7% | -11.8% |
| YTD | -13.5% | +19.1% | -32.6% | -19.6% |
| 1Y | -24.5% | +30.8% | -55.2% | -32.4% |
| All | +35.3% | +143.6% | -108.3% | +4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FITB.
Daily Out/Under-Performance
Portfolio return minus FITB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FITB 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 FITB 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