+42.9%
UBER vs ROIV
+232.7%
-189.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.8% | -0.5% |
| 7D | -3.9% | +0.6% | -4.5% | -4.0% |
| 30D | +11.1% | +1.0% | +10.2% | +10.8% |
| 3M | +4.9% | +18.3% | -13.4% | +1.6% |
| 6M | -1.2% | +18.3% | -19.5% | -4.5% |
| YTD | -7.3% | +61.0% | -68.2% | -15.4% |
| 1Y | -17.6% | +177.9% | -195.5% | -31.8% |
| 3Y | +61.1% | +199.1% | -138.0% | +28.8% |
| 5Y | +87.9% | +250.7% | -162.8% | +32.1% |
| All | +42.9% | +232.7% | -189.8% | +1.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling