+76.2%
UBER vs IAG
+804.8%
-728.7%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +2.1% | -4.9% | -3.0% |
| 7D | -7.0% | +1.7% | -8.7% | -7.2% |
| 30D | -8.9% | +11.4% | -20.4% | -10.0% |
| 3M | +1.0% | +33.0% | -32.0% | -2.1% |
| 6M | -3.7% | -6.0% | +2.3% | -4.1% |
| YTD | -13.0% | +24.6% | -37.6% | -16.4% |
| 1Y | -25.5% | +105.0% | -130.5% | -32.4% |
| 3Y | +50.5% | +837.9% | -787.4% | +10.3% |
| 5Y | +76.2% | +817.0% | -740.8% | +26.3% |
| All | +76.2% | +804.8% | -728.7% | +26.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling