-26.2%
UBER vs IBB
+42.2%
-68.4%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.6% | +2.3% | +3.8% |
| 7D | +7.0% | +2.2% | +4.8% | +6.1% |
| 30D | +0.6% | +6.3% | -5.8% | -2.1% |
| 3M | -2.9% | +16.3% | -19.2% | -9.7% |
| 6M | -5.5% | +30.0% | -35.5% | -16.2% |
| YTD | -14.5% | +31.1% | -45.6% | -26.0% |
| 1Y | -26.2% | +42.0% | -68.2% | -39.4% |
| All | -26.2% | +42.2% | -68.4% | -39.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 1y: compounded portfolio wealth divided by compounded IBB 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…
1y analysis · Full analysis span regression · 6 months rolling