+75.9%
UBER vs IBN
+183.7%
-107.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.5% | -0.9% | -2.4% |
| 7D | -2.8% | -2.2% | -0.6% | -1.8% |
| 30D | -2.5% | -2.3% | -0.2% | -1.6% |
| 3M | +4.4% | +15.9% | -11.5% | -2.2% |
| 6M | -2.7% | +5.6% | -8.3% | -5.2% |
| YTD | -10.5% | -0.1% | -10.4% | -10.9% |
| 1Y | -22.5% | -6.5% | -16.0% | -20.9% |
| 3Y | +54.8% | +29.3% | +25.5% | +33.9% |
| 5Y | +82.5% | +56.6% | +25.9% | +45.5% |
| All | +75.9% | +183.7% | -107.8% | +18.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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