+85.0%
UBER vs FN
+289.0%
-204.0%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.1% | -3.4% | -0.8% |
| 7D | -3.9% | -1.7% | -2.2% | -3.6% |
| 30D | +11.1% | -22.0% | +33.1% | +15.1% |
| 3M | +4.9% | -43.0% | +47.9% | +14.2% |
| 6M | -1.2% | -27.7% | +26.6% | 0.0% |
| YTD | -7.3% | -10.5% | +3.2% | -12.1% |
| 1Y | -17.6% | +12.5% | -30.1% | -27.4% |
| 3Y | +61.1% | +153.8% | -92.7% | +0.2% |
| All | +85.0% | +289.0% | -204.0% | -8.5% |
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 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