-24.3%
UBER vs ITOT
+17.8%
-42.1%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.1% | -2.0% |
| 7D | -5.4% | -0.9% | -4.5% | -4.6% |
| 30D | -4.9% | -1.5% | -3.4% | -3.6% |
| 3M | +3.0% | +3.6% | -0.5% | -0.5% |
| 6M | -4.4% | +13.7% | -18.1% | -16.5% |
| YTD | -12.3% | +12.9% | -25.2% | -23.1% |
| 1Y | -24.3% | +17.2% | -41.5% | -39.0% |
| All | -24.3% | +17.8% | -42.1% | -39.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 1y: compounded portfolio wealth divided by compounded ITOT 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…
1y analysis · Full analysis span regression · 6 months rolling