-26.2%
UBER vs RRX
+30.0%
-56.2%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -3.6% | +8.6% | +5.0% |
| 7D | +7.0% | +7.6% | -0.6% | +6.7% |
| 30D | +0.6% | +7.5% | -7.0% | +0.3% |
| 3M | -2.9% | -21.0% | +18.1% | -1.7% |
| 6M | -5.5% | -18.1% | +12.6% | -4.3% |
| YTD | -14.5% | +24.3% | -38.8% | -17.6% |
| 1Y | -26.2% | +29.3% | -55.5% | -28.9% |
| All | -26.2% | +30.0% | -56.2% | -28.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 1y: compounded portfolio wealth divided by compounded RRX 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…
1y analysis · Full analysis span regression · 6 months rolling