+82.2%
UBER vs IGV
+147.3%
-65.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.2% | +2.0% | +1.7% |
| 7D | -3.9% | -4.5% | +0.6% | -0.2% |
| 30D | +11.1% | +3.2% | +7.9% | +6.8% |
| 3M | +4.9% | +4.5% | +0.4% | -1.0% |
| 6M | -1.2% | +22.1% | -23.3% | -20.9% |
| YTD | -7.3% | -1.0% | -6.2% | -10.3% |
| 1Y | -17.6% | -2.1% | -15.5% | -19.6% |
| 3Y | +61.1% | +44.6% | +16.5% | +2.5% |
| 5Y | +87.9% | +22.2% | +65.7% | +41.8% |
| All | +82.2% | +147.3% | -65.0% | -36.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling