+33.4%
UBER vs ROIV
+357.5%
-324.1%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +2.0% | +1.0% |
| 7D | +1.6% | +1.7% | -0.1% | +1.4% |
| 30D | +0.6% | +17.6% | -17.0% | -1.9% |
| 3M | -8.2% | +9.0% | -17.1% | -9.9% |
| 6M | -6.7% | +35.3% | -42.0% | -12.8% |
| YTD | -14.7% | +82.2% | -96.9% | -25.6% |
| 1Y | -24.1% | +92.3% | -116.3% | -34.8% |
| 3Y | +33.4% | +336.8% | -303.4% | -8.9% |
| All | +33.4% | +357.5% | -324.1% | -8.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling