-24.1%
UBER vs IGV
-7.2%
-16.8%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +0.9% |
| 7D | +1.6% | +2.3% | -0.7% | +0.9% |
| 30D | +0.6% | -6.0% | +6.6% | +2.3% |
| 3M | -8.2% | -4.8% | -3.4% | -7.2% |
| 6M | -6.7% | +14.2% | -20.9% | -12.1% |
| YTD | -14.7% | -4.2% | -10.5% | -14.9% |
| 1Y | -24.1% | -5.3% | -18.8% | -23.3% |
| All | -24.1% | -7.2% | -16.8% | -23.3% |
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 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