+71.2%
UBER vs FN
+530.6%
-459.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +11.9% | -8.1% | +1.1% |
| 7D | +6.7% | +16.3% | -9.6% | +2.1% |
| 30D | -0.5% | -24.7% | +24.3% | +4.8% |
| 3M | -5.1% | -34.9% | +29.8% | +1.8% |
| 6M | -5.7% | -41.1% | +35.4% | +0.9% |
| YTD | -12.9% | -19.6% | +6.7% | -18.5% |
| 1Y | -22.6% | -18.5% | -4.1% | -28.6% |
| 3Y | +42.2% | +119.1% | -76.9% | -20.3% |
| 5Y | +56.4% | +206.9% | -150.6% | -30.4% |
| All | +71.2% | +530.6% | -459.4% | -53.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 10y: compounded portfolio wealth divided by compounded FN 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…
10y analysis · Full analysis span regression · 6 months rolling