+59.8%
UBER vs FND
-63.9%
+123.7%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.2% | +3.0% | +1.6% |
| 7D | +1.6% | -6.8% | +8.4% | +4.2% |
| 30D | +0.6% | +8.0% | -7.4% | -2.5% |
| 3M | -8.2% | -18.9% | +10.8% | -1.6% |
| 6M | -6.7% | +4.7% | -11.4% | -10.4% |
| YTD | -14.7% | -21.6% | +6.9% | -10.6% |
| 1Y | -24.1% | -22.0% | -2.1% | -20.6% |
| 3Y | +33.4% | -40.4% | +73.8% | +39.0% |
| All | +59.8% | -63.9% | +123.7% | +114.5% |
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