+78.9%
UBER vs INDA
+5.7%
+73.2%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.0% | -2.2% | -2.2% |
| 7D | -5.4% | -2.7% | -2.7% | -2.7% |
| 30D | -4.9% | -2.8% | -2.1% | -2.1% |
| 3M | +3.0% | +1.6% | +1.4% | +1.4% |
| 6M | -4.4% | -1.4% | -3.0% | -3.3% |
| YTD | -12.3% | -10.1% | -2.1% | -2.2% |
| 1Y | -24.3% | -8.8% | -15.5% | -17.4% |
| 3Y | +46.4% | +7.6% | +38.8% | +22.4% |
| All | +78.9% | +5.7% | +73.2% | +57.4% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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