+81.9%
UBER vs IGV
+19.6%
+62.3%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.6% | +2.7% | +2.6% |
| 7D | -4.5% | -5.4% | +0.9% | 0.0% |
| 30D | -7.6% | -2.6% | -5.0% | -6.5% |
| 3M | +5.8% | +10.5% | -4.8% | -4.4% |
| 6M | +0.3% | +18.2% | -17.9% | -16.3% |
| YTD | -11.2% | -4.2% | -7.0% | -10.9% |
| 1Y | -23.0% | -9.8% | -13.2% | -18.1% |
| 3Y | +53.6% | +39.1% | +14.5% | +1.5% |
| 5Y | +81.9% | +21.2% | +60.7% | +32.7% |
| All | +81.9% | +19.6% | +62.3% | +32.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling