+46.4%
UBER vs IVZ
+134.7%
-88.3%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.1% | -2.3% | -1.5% |
| 7D | -5.4% | -2.4% | -3.0% | -4.7% |
| 30D | -4.9% | +3.0% | -7.9% | -5.8% |
| 3M | +3.0% | +14.9% | -11.8% | -1.7% |
| 6M | -4.4% | +36.7% | -41.1% | -14.1% |
| YTD | -12.3% | +25.7% | -38.0% | -19.5% |
| 1Y | -24.3% | +47.7% | -72.0% | -34.7% |
| 3Y | +46.4% | +138.8% | -92.4% | -1.0% |
| All | +46.4% | +134.7% | -88.3% | -1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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