+71.2%
UBER vs IP
+16.0%
+55.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.9% | +0.9% | +2.8% |
| 7D | +6.7% | -3.0% | +9.7% | +7.7% |
| 30D | -0.5% | +10.6% | -11.1% | -3.7% |
| 3M | -5.1% | -13.6% | +8.4% | -0.9% |
| 6M | -5.7% | +10.4% | -16.1% | -9.9% |
| YTD | -12.9% | -6.5% | -6.4% | -13.6% |
| 1Y | -22.6% | -2.1% | -20.5% | -24.6% |
| 3Y | +42.2% | +22.0% | +20.2% | +17.6% |
| 5Y | +56.4% | -9.7% | +66.1% | +46.4% |
| All | +71.2% | +16.0% | +55.2% | +40.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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