+29.4%
UBER vs ROIV
+270.3%
-240.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.2% | -6.4% | -1.2% |
| 7D | +5.1% | +5.3% | -0.2% | +4.2% |
| 30D | +0.2% | +11.9% | -11.7% | -1.6% |
| 3M | -2.7% | +10.7% | -13.4% | -4.9% |
| 6M | -13.4% | +34.9% | -48.3% | -18.5% |
| YTD | -16.1% | +79.2% | -95.2% | -25.1% |
| 1Y | -25.5% | +89.0% | -114.6% | -34.2% |
| 3Y | +42.5% | +337.3% | -294.9% | +7.8% |
| 5Y | +45.3% | +402.3% | -357.0% | -5.7% |
| All | +29.4% | +270.3% | -240.9% | -10.0% |
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