+89.1%
UBER vs IR
+49.0%
+40.1%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.5% | -0.9% |
| 7D | -3.9% | -2.8% | -1.1% | -2.4% |
| 30D | +11.1% | -15.1% | +26.3% | +20.9% |
| 3M | +4.9% | +6.1% | -1.1% | +0.6% |
| 6M | -1.2% | -16.8% | +15.7% | +7.3% |
| YTD | -7.3% | -3.5% | -3.7% | -9.1% |
| 1Y | -17.6% | -3.5% | -14.1% | -19.9% |
| 3Y | +61.1% | +9.5% | +51.6% | +35.9% |
| All | +89.1% | +49.0% | +40.1% | +31.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling