+71.0%
UBER vs RUN
-43.0%
+114.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -4.6% | +1.8% | -2.0% |
| 7D | -7.0% | -1.8% | -5.2% | -6.8% |
| 30D | -8.9% | -10.8% | +1.9% | -7.2% |
| 3M | +1.0% | -30.2% | +31.2% | +6.8% |
| 6M | -3.7% | -22.3% | +18.6% | -1.6% |
| YTD | -13.0% | -52.2% | +39.2% | -5.6% |
| 1Y | -25.5% | -45.1% | +19.6% | -22.5% |
| 3Y | +50.5% | -37.1% | +87.6% | +18.3% |
| 5Y | +76.2% | -80.3% | +156.4% | +67.4% |
| All | +71.0% | -43.0% | +114.0% | -27.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling