+68.5%
UBER vs RSP
+139.1%
-70.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.5% | -1.5% |
| 7D | +5.2% | +0.7% | +4.4% | +4.3% |
| 30D | -2.0% | +3.7% | -5.7% | -6.2% |
| 3M | -10.2% | +0.7% | -10.9% | -10.9% |
| 6M | -7.2% | +9.0% | -16.2% | -16.4% |
| YTD | -14.3% | +16.7% | -31.0% | -29.0% |
| 1Y | -25.6% | +19.0% | -44.5% | -39.8% |
| 3Y | +35.8% | +64.7% | -28.9% | -26.4% |
| 5Y | +61.5% | +49.6% | +11.9% | +1.6% |
| All | +68.5% | +139.1% | -70.6% | -35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RSP.
Daily Out/Under-Performance
Portfolio return minus RSP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSP 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 RSP 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