+82.2%
UBER vs IBB
+106.4%
-24.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | +0.5% |
| 7D | -3.9% | +1.4% | -5.3% | -5.1% |
| 30D | +11.1% | +10.5% | +0.6% | +1.3% |
| 3M | +4.9% | +23.6% | -18.7% | -13.9% |
| 6M | -1.2% | +22.6% | -23.8% | -18.7% |
| YTD | -7.3% | +25.7% | -33.0% | -25.9% |
| 1Y | -17.6% | +51.4% | -69.0% | -45.2% |
| 3Y | +61.1% | +64.4% | -3.3% | -4.0% |
| 5Y | +87.9% | +22.1% | +65.7% | +49.4% |
| All | +82.2% | +106.4% | -24.2% | -22.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling