+72.4%
UBER vs IJR
+101.7%
-29.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.8% | -1.7% |
| 7D | -5.4% | -2.2% | -3.2% | -3.4% |
| 30D | -4.9% | -4.6% | -0.3% | -0.5% |
| 3M | +3.0% | +0.2% | +2.8% | +2.7% |
| 6M | -4.4% | +14.7% | -19.1% | -16.8% |
| YTD | -12.3% | +18.9% | -31.1% | -26.6% |
| 1Y | -24.3% | +19.9% | -44.2% | -37.5% |
| 3Y | +46.4% | +53.0% | -6.6% | -8.1% |
| 5Y | +79.7% | +40.9% | +38.8% | +26.3% |
| All | +72.4% | +101.7% | -29.3% | -17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IJR.
Daily Out/Under-Performance
Portfolio return minus IJR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJR 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 IJR 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