+45.2%
UBER vs IAG
+817.0%
-771.7%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +2.1% | -4.9% | -2.9% |
| 7D | -7.0% | +1.7% | -8.7% | -7.1% |
| 30D | -8.9% | +11.4% | -20.4% | -9.6% |
| 3M | +1.0% | +33.0% | -32.0% | -1.0% |
| 6M | -3.7% | -6.0% | +2.3% | -4.3% |
| YTD | -13.0% | +24.6% | -37.6% | -15.2% |
| 1Y | -25.5% | +105.0% | -130.5% | -29.8% |
| All | +45.2% | +817.0% | -771.7% | +28.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling