-26.2%
UBER vs IGV
-8.7%
-17.5%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.9% | +4.0% | +4.6% |
| 7D | +7.0% | -7.5% | +14.5% | +9.6% |
| 30D | +0.6% | -5.6% | +6.2% | +2.2% |
| 3M | -2.9% | +1.5% | -4.5% | -4.1% |
| 6M | -5.5% | +17.1% | -22.6% | -11.8% |
| YTD | -14.5% | -2.0% | -12.5% | -14.7% |
| 1Y | -26.2% | -7.5% | -18.7% | -22.1% |
| All | -26.2% | -8.7% | -17.5% | -22.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IGV.
Daily Out/Under-Performance
Portfolio return minus IGV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IGV 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 1y: compounded portfolio wealth divided by compounded IGV 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…
1y analysis · Full analysis span regression · 6 months rolling