-24.0%
UBER vs IRE
-97.5%
+73.4%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +12.1% | -11.2% | +0.8% |
| 7D | +1.2% | -15.1% | +16.3% | +1.2% |
| 30D | -1.1% | -71.4% | +70.2% | 0.0% |
| 3M | -10.0% | -81.2% | +71.2% | -8.7% |
| 6M | -7.2% | -93.7% | +86.6% | -4.4% |
| YTD | -13.5% | -92.2% | +78.7% | -14.1% |
| 1Y | -24.5% | -97.3% | +72.8% | -22.9% |
| All | -24.0% | -97.5% | +73.4% | -22.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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