+71.0%
UBER vs IWD
+137.7%
-66.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.2% | -2.1% |
| 7D | -7.0% | -1.2% | -5.8% | -5.7% |
| 30D | -8.9% | -1.6% | -7.3% | -7.0% |
| 3M | +1.0% | +7.0% | -6.0% | -6.8% |
| 6M | -3.7% | +17.0% | -20.7% | -20.2% |
| YTD | -13.0% | +21.6% | -34.6% | -31.4% |
| 1Y | -25.5% | +28.0% | -53.5% | -44.8% |
| 3Y | +50.5% | +70.6% | -20.1% | -21.2% |
| 5Y | +76.2% | +73.3% | +2.8% | -6.7% |
| All | +71.0% | +137.7% | -66.7% | -34.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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