+82.2%
UBER vs FITB
+162.7%
-80.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.2% |
| 7D | -3.9% | +0.6% | -4.5% | -4.2% |
| 30D | +11.1% | -4.7% | +15.9% | +13.6% |
| 3M | +4.9% | +6.7% | -1.8% | +1.0% |
| 6M | -1.2% | +12.6% | -13.7% | -7.8% |
| YTD | -7.3% | +19.1% | -26.4% | -16.4% |
| 1Y | -17.6% | +22.6% | -40.3% | -27.4% |
| 3Y | +61.1% | +127.1% | -66.1% | -0.5% |
| 5Y | +87.9% | +71.8% | +16.1% | +31.6% |
| All | +82.2% | +162.7% | -80.4% | -19.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling