+78.8%
UBER vs RVMD
+622.3%
-543.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.3% |
| 7D | -5.4% | -3.0% | -2.4% | -4.8% |
| 30D | -4.9% | -0.7% | -4.2% | -4.9% |
| 3M | +3.0% | +36.5% | -33.5% | -3.9% |
| 6M | -4.4% | +104.6% | -109.0% | -19.7% |
| YTD | -12.3% | +155.8% | -168.1% | -31.1% |
| 1Y | -24.3% | +340.7% | -365.0% | -47.7% |
| 3Y | +46.4% | +519.9% | -473.5% | -13.6% |
| 5Y | +79.7% | +584.9% | -505.3% | -7.1% |
| All | +78.8% | +622.3% | -543.6% | -29.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 RVMD 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