+72.4%
UBER vs IWF
+233.9%
-161.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.0% | -2.1% |
| 7D | -5.4% | -0.9% | -4.5% | -4.4% |
| 30D | -4.9% | -1.7% | -3.2% | -3.3% |
| 3M | +3.0% | +0.7% | +2.4% | +1.2% |
| 6M | -4.4% | +8.6% | -13.0% | -14.0% |
| YTD | -12.3% | +3.5% | -15.8% | -16.9% |
| 1Y | -24.3% | +7.0% | -31.3% | -31.0% |
| 3Y | +46.4% | +76.3% | -29.9% | -27.3% |
| 5Y | +79.7% | +74.8% | +4.9% | -7.7% |
| All | +72.4% | +233.9% | -161.5% | -58.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IWF.
Daily Out/Under-Performance
Portfolio return minus IWF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWF 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 IWF 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