-25.1%
UBER vs IRE
-98.1%
+73.0%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -14.4% | +15.2% | +1.0% |
| 7D | +1.6% | -31.8% | +33.4% | +2.0% |
| 30D | +0.6% | -71.8% | +72.3% | +1.7% |
| 3M | -8.2% | -88.9% | +80.7% | -6.2% |
| 6M | -6.7% | -95.4% | +88.6% | -3.6% |
| YTD | -14.7% | -94.2% | +79.5% | -15.1% |
| 1Y | -24.1% | -97.1% | +73.0% | -23.0% |
| All | -25.1% | -98.1% | +73.0% | -23.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling