+78.9%
UBER vs IEFA
+50.2%
+28.7%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IEFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.0% | -2.2% | -2.4% |
| 7D | -5.4% | -1.6% | -3.8% | -3.7% |
| 30D | -4.9% | -1.5% | -3.4% | -3.2% |
| 3M | +3.0% | +3.4% | -0.4% | -1.4% |
| 6M | -4.4% | +9.5% | -13.9% | -15.2% |
| YTD | -12.3% | +13.0% | -25.3% | -26.0% |
| 1Y | -24.3% | +18.0% | -42.3% | -39.6% |
| 3Y | +46.4% | +65.4% | -18.9% | -27.6% |
| All | +78.9% | +50.2% | +28.7% | +14.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling