+42.5%
UBER vs IBB
+78.6%
-36.1%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.0% | -1.2% |
| 7D | +5.1% | -1.8% | +6.9% | +6.0% |
| 30D | +0.2% | +5.1% | -4.9% | -2.6% |
| 3M | -2.7% | +10.7% | -13.4% | -8.4% |
| 6M | -13.4% | +22.9% | -36.3% | -23.2% |
| YTD | -16.1% | +26.7% | -42.8% | -27.2% |
| 1Y | -25.5% | +35.1% | -60.7% | -37.8% |
| 3Y | +42.5% | +80.2% | -37.7% | +2.4% |
| All | +42.5% | +78.6% | -36.1% | +2.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling