+71.0%
UBER vs IR
+134.9%
-63.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.0% | -0.8% | -1.6% |
| 7D | -7.0% | -1.9% | -5.1% | -6.0% |
| 30D | -8.9% | -15.0% | +6.1% | 0.0% |
| 3M | +1.0% | -0.4% | +1.4% | +0.2% |
| 6M | -3.7% | -15.0% | +11.3% | +3.8% |
| YTD | -13.0% | -7.1% | -6.0% | -12.6% |
| 1Y | -25.5% | -7.5% | -18.0% | -25.5% |
| 3Y | +50.5% | +6.3% | +44.2% | +31.9% |
| 5Y | +76.2% | +37.3% | +38.8% | +27.7% |
| All | +71.0% | +134.9% | -63.9% | -26.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IR.
Daily Out/Under-Performance
Portfolio return minus IR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IR 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 IR 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