+71.0%
UBER vs IBB
+100.2%
-29.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.9% | -1.9% | -2.0% |
| 7D | -7.0% | -3.9% | -3.1% | -3.6% |
| 30D | -8.9% | +2.7% | -11.6% | -11.4% |
| 3M | +1.0% | +21.4% | -20.4% | -15.7% |
| 6M | -3.7% | +20.1% | -23.8% | -19.2% |
| YTD | -13.0% | +21.9% | -34.9% | -28.5% |
| 1Y | -25.5% | +44.1% | -69.7% | -48.1% |
| 3Y | +50.5% | +63.4% | -12.9% | -10.1% |
| 5Y | +76.2% | +19.8% | +56.4% | +42.5% |
| All | +71.0% | +100.2% | -29.2% | -25.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling