+63.3%
UBER vs FN
+212.0%
-148.7%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +5.9% | -5.0% | 0.0% |
| 7D | +1.2% | +8.0% | -6.9% | -0.5% |
| 30D | -1.1% | -19.1% | +18.0% | +1.5% |
| 3M | -10.0% | -29.8% | +19.8% | -6.4% |
| 6M | -7.2% | -43.2% | +36.0% | -1.4% |
| YTD | -13.5% | -18.9% | +5.4% | -17.9% |
| 1Y | -24.5% | -17.9% | -6.6% | -29.1% |
| 3Y | +37.0% | +120.1% | -83.1% | -14.6% |
| 5Y | +63.3% | +206.7% | -143.4% | -22.1% |
| All | +63.3% | +212.0% | -148.7% | -22.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling