+71.0%
UBER vs IJR
+102.4%
-31.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.1% | -1.7% | -1.8% |
| 7D | -7.0% | -1.1% | -5.9% | -6.0% |
| 30D | -8.9% | -3.6% | -5.3% | -5.6% |
| 3M | +1.0% | +2.3% | -1.3% | -1.3% |
| 6M | -3.7% | +14.3% | -18.1% | -15.9% |
| YTD | -13.0% | +19.3% | -32.3% | -27.4% |
| 1Y | -25.5% | +22.6% | -48.1% | -39.8% |
| 3Y | +50.5% | +53.5% | -3.1% | -5.8% |
| 5Y | +76.2% | +39.9% | +36.2% | +24.6% |
| All | +71.0% | +102.4% | -31.4% | -18.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling