+70.0%
UBER vs FN
+535.9%
-465.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +5.9% | -5.0% | -0.4% |
| 7D | +1.2% | +8.0% | -6.9% | -1.1% |
| 30D | -1.1% | -19.1% | +18.0% | +2.4% |
| 3M | -10.0% | -29.8% | +19.8% | -5.1% |
| 6M | -7.2% | -43.2% | +36.0% | +0.3% |
| YTD | -13.5% | -18.9% | +5.4% | -19.3% |
| 1Y | -24.5% | -17.9% | -6.6% | -30.5% |
| 3Y | +37.0% | +120.1% | -83.1% | -23.3% |
| 5Y | +63.3% | +206.7% | -143.4% | -27.2% |
| All | +70.0% | +535.9% | -465.9% | -53.9% |
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