+71.2%
UBER vs IWD
+146.6%
-75.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.0% | +1.8% | +1.4% |
| 7D | +6.7% | +1.3% | +5.4% | +5.2% |
| 30D | -0.5% | +3.6% | -4.1% | -4.5% |
| 3M | -5.1% | +2.3% | -7.5% | -7.6% |
| 6M | -5.7% | +13.0% | -18.7% | -18.6% |
| YTD | -12.9% | +26.2% | -39.1% | -34.3% |
| 1Y | -22.6% | +30.5% | -53.1% | -43.9% |
| 3Y | +42.2% | +86.2% | -44.0% | -33.1% |
| 5Y | +56.4% | +72.9% | -16.5% | -17.2% |
| All | +71.2% | +146.6% | -75.4% | -37.0% |
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