+70.0%
UBER vs RSP
+141.0%
-71.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | -0.1% |
| 7D | +1.2% | -0.3% | +1.5% | +1.5% |
| 30D | -1.1% | +4.4% | -5.6% | -6.2% |
| 3M | -10.0% | +1.3% | -11.3% | -11.3% |
| 6M | -7.2% | +10.0% | -17.2% | -17.3% |
| YTD | -13.5% | +17.6% | -31.1% | -29.1% |
| 1Y | -24.5% | +19.2% | -43.7% | -39.1% |
| 3Y | +37.0% | +66.0% | -29.0% | -26.5% |
| 5Y | +63.3% | +50.4% | +12.9% | +2.0% |
| All | +70.0% | +141.0% | -71.0% | -35.7% |
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