+71.2%
UBER vs IBB
+113.9%
-42.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.8% | +1.0% | +1.3% |
| 7D | +6.7% | +2.7% | +4.0% | +4.1% |
| 30D | -0.5% | +6.3% | -6.8% | -6.2% |
| 3M | -5.1% | +11.1% | -16.2% | -14.6% |
| 6M | -5.7% | +29.2% | -34.9% | -26.3% |
| YTD | -12.9% | +30.2% | -43.1% | -33.0% |
| 1Y | -22.6% | +39.5% | -62.1% | -44.4% |
| 3Y | +42.2% | +92.3% | -50.1% | -28.1% |
| 5Y | +56.4% | +43.0% | +13.4% | +7.1% |
| All | +71.2% | +113.9% | -42.7% | -29.7% |
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