-25.5%
UBER vs IP
-0.2%
-25.3%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.4% |
| 7D | +5.1% | -5.1% | +10.2% | +5.8% |
| 30D | +0.2% | +8.5% | -8.3% | -0.9% |
| 3M | -2.7% | -13.8% | +11.2% | -1.1% |
| 6M | -13.4% | +5.7% | -19.1% | -14.1% |
| YTD | -16.1% | -9.1% | -6.9% | -17.8% |
| 1Y | -25.5% | -0.8% | -24.7% | -28.6% |
| All | -25.5% | -0.2% | -25.3% | -28.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling