+71.0%
UBER vs IBM
+151.6%
-80.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +3.4% | -6.2% | -4.1% |
| 7D | -7.0% | +3.6% | -10.6% | -8.3% |
| 30D | -8.9% | +1.5% | -10.4% | -9.5% |
| 3M | +1.0% | -12.9% | +13.9% | +4.0% |
| 6M | -3.7% | -3.9% | +0.2% | -6.5% |
| YTD | -13.0% | -17.3% | +4.3% | -10.2% |
| 1Y | -25.5% | -5.0% | -20.5% | -28.6% |
| 3Y | +50.5% | +78.2% | -27.7% | +1.1% |
| 5Y | +76.2% | +120.6% | -44.5% | +3.6% |
| All | +71.0% | +151.6% | -80.6% | -13.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBM.
Daily Out/Under-Performance
Portfolio return minus IBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBM 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 IBM 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