+67.6%
UBER vs IGV
+139.3%
-71.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +1.0% |
| 7D | +1.6% | +2.3% | -0.7% | -0.4% |
| 30D | +0.6% | -6.0% | +6.6% | +5.5% |
| 3M | -8.2% | -4.8% | -3.4% | -6.1% |
| 6M | -6.7% | +14.2% | -20.9% | -20.6% |
| YTD | -14.7% | -4.2% | -10.5% | -15.9% |
| 1Y | -24.1% | -5.3% | -18.8% | -24.4% |
| 3Y | +33.4% | +38.8% | -5.4% | -13.0% |
| 5Y | +54.5% | +14.2% | +40.2% | +23.3% |
| All | +67.6% | +139.3% | -71.6% | -40.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling