+82.2%
UBER vs RSP
+136.2%
-54.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | +0.3% |
| 7D | -3.9% | -0.8% | -3.1% | -3.0% |
| 30D | +11.1% | -0.3% | +11.4% | +11.6% |
| 3M | +4.9% | +4.3% | +0.6% | -0.2% |
| 6M | -1.2% | +8.8% | -10.0% | -10.7% |
| YTD | -7.3% | +15.3% | -22.5% | -22.1% |
| 1Y | -17.6% | +18.3% | -35.9% | -33.1% |
| 3Y | +61.1% | +52.8% | +8.3% | -4.2% |
| 5Y | +87.9% | +51.7% | +36.2% | +16.5% |
| All | +82.2% | +136.2% | -54.0% | -29.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling