+76.2%
UBER vs FND
-61.3%
+137.4%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.7% | -2.1% | -2.6% |
| 7D | -7.0% | -0.8% | -6.3% | -6.8% |
| 30D | -8.9% | -19.6% | +10.7% | -1.7% |
| 3M | +1.0% | -4.3% | +5.3% | +1.3% |
| 6M | -3.7% | -20.4% | +16.7% | +2.2% |
| YTD | -13.0% | -21.9% | +8.8% | -8.2% |
| 1Y | -25.5% | -45.2% | +19.7% | -10.4% |
| 3Y | +50.5% | -49.2% | +99.7% | +71.2% |
| 5Y | +76.2% | -61.8% | +138.0% | +110.5% |
| All | +76.2% | -61.3% | +137.4% | +110.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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