+34.3%
UBER vs ROIV
+287.3%
-253.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +4.6% | -0.8% | +3.0% |
| 7D | +6.7% | +13.3% | -6.6% | +4.6% |
| 30D | -0.5% | +14.8% | -15.2% | -2.7% |
| 3M | -5.1% | +11.9% | -17.0% | -7.4% |
| 6M | -5.7% | +42.4% | -48.1% | -12.0% |
| YTD | -12.9% | +87.4% | -100.3% | -22.8% |
| 1Y | -22.6% | +97.2% | -119.9% | -32.1% |
| 3Y | +42.2% | +375.7% | -333.5% | +6.2% |
| 5Y | +56.4% | +379.0% | -322.7% | +1.2% |
| All | +34.3% | +287.3% | -253.1% | -7.3% |
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