+33.4%
UBER vs HIG
+96.1%
-62.7%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.7% |
| 7D | +1.6% | +2.6% | -1.0% | +1.1% |
| 30D | +0.6% | +4.2% | -3.6% | -0.2% |
| 3M | -8.2% | +0.2% | -8.4% | -8.2% |
| 6M | -6.7% | +4.6% | -11.3% | -7.5% |
| YTD | -14.7% | +1.1% | -15.8% | -15.0% |
| 1Y | -24.1% | +4.7% | -28.8% | -24.9% |
| 3Y | +33.4% | +95.5% | -62.1% | +26.3% |
| All | +33.4% | +96.1% | -62.7% | +26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 3y: compounded portfolio wealth divided by compounded HIG 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…
3y analysis · Full analysis span regression · 6 months rolling