+72.4%
UBER vs RSG
+199.7%
-127.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.0% | -1.6% |
| 7D | -5.4% | 0.0% | -5.4% | -5.4% |
| 30D | -4.9% | +4.0% | -8.9% | -6.7% |
| 3M | +3.0% | +7.4% | -4.3% | -0.4% |
| 6M | -4.4% | +0.1% | -4.5% | -4.8% |
| YTD | -12.3% | +6.0% | -18.3% | -15.5% |
| 1Y | -24.3% | -3.0% | -21.3% | -23.8% |
| 3Y | +46.4% | +56.5% | -10.1% | +10.6% |
| 5Y | +79.7% | +90.9% | -11.3% | +17.7% |
| All | +72.4% | +199.7% | -127.3% | -19.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 RSG 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