+38.0%
UBER vs ROIV
+295.0%
-257.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +18.8% | -22.2% | -6.4% |
| 7D | -2.8% | +20.2% | -23.0% | -5.9% |
| 30D | -2.5% | +14.1% | -16.7% | -5.0% |
| 3M | +4.4% | +45.6% | -41.2% | -2.5% |
| 6M | -2.7% | +44.1% | -46.8% | -9.2% |
| YTD | -10.5% | +91.2% | -101.7% | -20.8% |
| 1Y | -22.5% | +221.3% | -243.8% | -37.5% |
| 3Y | +54.8% | +229.2% | -174.4% | +21.7% |
| 5Y | +82.5% | +316.5% | -234.0% | +24.4% |
| All | +38.0% | +295.0% | -257.1% | -4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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