+75.9%
UBER vs INDA
+59.4%
+16.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.6% | -1.8% | -2.1% |
| 7D | -2.8% | -1.0% | -1.8% | -2.0% |
| 30D | -2.5% | -2.5% | 0.0% | -0.4% |
| 3M | +4.4% | +4.0% | +0.4% | +1.3% |
| 6M | -2.7% | -1.8% | -0.9% | -1.4% |
| YTD | -10.5% | -9.2% | -1.3% | -3.6% |
| 1Y | -22.5% | -7.2% | -15.3% | -18.2% |
| 3Y | +54.8% | +9.8% | +45.0% | +40.6% |
| 5Y | +82.5% | +7.5% | +75.0% | +71.3% |
| All | +75.9% | +59.4% | +16.5% | +28.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling