+67.6%
UBER vs IBB
+107.0%
-39.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.3% | +1.2% |
| 7D | +1.6% | -0.5% | +2.1% | +2.1% |
| 30D | +0.6% | +4.6% | -4.0% | -3.7% |
| 3M | -8.2% | +6.8% | -15.0% | -14.4% |
| 6M | -6.7% | +23.1% | -29.8% | -23.9% |
| YTD | -14.7% | +26.0% | -40.7% | -32.5% |
| 1Y | -24.1% | +30.4% | -54.4% | -41.9% |
| 3Y | +33.4% | +85.4% | -52.0% | -30.3% |
| 5Y | +54.5% | +39.7% | +14.7% | +7.8% |
| All | +67.6% | +107.0% | -39.4% | -29.2% |
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