+72.4%
UBER vs IAG
+720.2%
-647.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.1% | -1.3% |
| 7D | -5.4% | -1.1% | -4.3% | -5.3% |
| 30D | -4.9% | +12.1% | -17.0% | -6.1% |
| 3M | +3.0% | +25.5% | -22.5% | +0.3% |
| 6M | -4.4% | -7.1% | +2.7% | -4.6% |
| YTD | -12.3% | +22.9% | -35.1% | -15.7% |
| 1Y | -24.3% | +83.3% | -107.7% | -30.7% |
| 3Y | +46.4% | +808.5% | -762.1% | +7.2% |
| 5Y | +79.7% | +838.0% | -758.3% | +24.6% |
| All | +72.4% | +720.2% | -647.8% | +14.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 10y: compounded portfolio wealth divided by compounded IAG 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…
10y analysis · Full analysis span regression · 6 months rolling