+72.4%
UBER vs RUN
-44.6%
+117.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.4% | -1.1% |
| 7D | -5.4% | -3.7% | -1.7% | -4.8% |
| 30D | -4.9% | -13.0% | +8.1% | -2.7% |
| 3M | +3.0% | -31.8% | +34.8% | +9.5% |
| 6M | -4.4% | -32.2% | +27.8% | +0.3% |
| YTD | -12.3% | -53.5% | +41.2% | -4.4% |
| 1Y | -24.3% | -46.5% | +22.2% | -20.9% |
| 3Y | +46.4% | -37.6% | +84.1% | +15.1% |
| 5Y | +79.7% | -80.9% | +160.5% | +71.6% |
| All | +72.4% | -44.6% | +117.0% | -26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 RUN 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