+81.9%
UBER vs RUN
-81.3%
+163.2%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.9% | +4.0% | +2.4% |
| 7D | -4.5% | -3.4% | -1.1% | -4.0% |
| 30D | -7.6% | -14.0% | +6.3% | -5.7% |
| 3M | +5.8% | -27.5% | +33.2% | +10.1% |
| 6M | +0.3% | -29.0% | +29.2% | +3.6% |
| YTD | -11.2% | -53.1% | +41.9% | -4.8% |
| 1Y | -23.0% | -46.7% | +23.7% | -20.1% |
| 3Y | +53.6% | -38.3% | +91.9% | +25.5% |
| 5Y | +81.9% | -80.7% | +162.6% | +68.1% |
| All | +81.9% | -81.3% | +163.2% | +68.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling