+71.0%
UBER vs RSP
+131.5%
-60.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.0% | -1.8% | -1.6% |
| 7D | -7.0% | -1.8% | -5.2% | -4.9% |
| 30D | -8.9% | -2.5% | -6.4% | -6.0% |
| 3M | +1.0% | +3.0% | -2.0% | -2.4% |
| 6M | -3.7% | +8.9% | -12.6% | -13.1% |
| YTD | -13.0% | +13.0% | -26.0% | -25.1% |
| 1Y | -25.5% | +16.2% | -41.8% | -38.2% |
| 3Y | +50.5% | +52.7% | -2.2% | -10.4% |
| 5Y | +76.2% | +50.5% | +25.7% | +10.6% |
| All | +71.0% | +131.5% | -60.5% | -32.1% |
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