+68.5%
UBER vs IR
+174.1%
-105.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.2% | -0.4% | -0.9% |
| 7D | +5.2% | +1.5% | +3.6% | +4.2% |
| 30D | -2.0% | +9.0% | -11.1% | -7.2% |
| 3M | -10.2% | -0.9% | -9.4% | -10.4% |
| 6M | -7.2% | +13.4% | -20.6% | -15.3% |
| YTD | -14.3% | +8.5% | -22.7% | -21.7% |
| 1Y | -25.6% | +11.3% | -36.8% | -33.3% |
| 3Y | +35.8% | +26.0% | +9.8% | +7.3% |
| 5Y | +61.5% | +47.9% | +13.6% | +12.5% |
| All | +68.5% | +174.1% | -105.6% | -34.5% |
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