+42.2%
UBER vs RSP
+64.6%
-22.4%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.3% | +1.5% | +1.2% |
| 7D | +6.7% | +0.4% | +6.2% | +6.2% |
| 30D | -0.5% | +3.7% | -4.2% | -4.5% |
| 3M | -5.1% | +0.8% | -5.9% | -5.9% |
| 6M | -5.7% | +9.1% | -14.8% | -14.4% |
| YTD | -12.9% | +16.7% | -29.6% | -27.0% |
| 1Y | -22.6% | +19.7% | -42.3% | -37.0% |
| 3Y | +42.2% | +66.7% | -24.5% | -17.4% |
| All | +42.2% | +64.6% | -22.4% | -17.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling