+46.4%
UBER vs IEFA
+65.7%
-19.3%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IEFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.0% | -2.2% | -2.1% |
| 7D | -5.4% | -1.6% | -3.8% | -4.1% |
| 30D | -4.9% | -1.5% | -3.4% | -3.6% |
| 3M | +3.0% | +3.4% | -0.4% | -0.2% |
| 6M | -4.4% | +9.5% | -13.9% | -12.6% |
| YTD | -12.3% | +13.0% | -25.3% | -23.1% |
| 1Y | -24.3% | +18.0% | -42.3% | -36.6% |
| 3Y | +46.4% | +65.4% | -18.9% | -22.5% |
| All | +46.4% | +65.7% | -19.3% | -22.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IEFA.
Daily Out/Under-Performance
Portfolio return minus IEFA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEFA 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 IEFA 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