+76.2%
UBER vs IRM
+190.5%
-114.3%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.7% | -2.1% | -2.5% |
| 7D | -7.0% | +3.0% | -10.0% | -8.1% |
| 30D | -8.9% | -5.2% | -3.7% | -7.4% |
| 3M | +1.0% | -8.0% | +9.0% | +3.3% |
| 6M | -3.7% | +9.2% | -12.9% | -9.1% |
| YTD | -13.0% | +41.0% | -54.0% | -27.4% |
| 1Y | -25.5% | +23.3% | -48.8% | -34.2% |
| 3Y | +50.5% | +102.8% | -52.4% | -4.1% |
| 5Y | +76.2% | +192.8% | -116.6% | -11.2% |
| All | +76.2% | +190.5% | -114.3% | -11.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IRM.
Daily Out/Under-Performance
Portfolio return minus IRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRM 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 IRM 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