+109.4%
UBER vs JAAA
+29.4%
+80.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.3% | -1.4% |
| 7D | -5.4% | +0.1% | -5.5% | -5.5% |
| 30D | -4.9% | +0.5% | -5.4% | -5.7% |
| 3M | +3.0% | +1.3% | +1.8% | +1.0% |
| 6M | -4.4% | +2.8% | -7.2% | -8.6% |
| YTD | -12.3% | +3.3% | -15.5% | -16.7% |
| 1Y | -24.3% | +4.9% | -29.2% | -29.9% |
| 3Y | +46.4% | +19.0% | +27.5% | +27.5% |
| 5Y | +79.7% | +26.9% | +52.8% | +53.4% |
| All | +109.4% | +29.4% | +80.1% | +73.0% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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