+81.9%
UBER vs RVMD
+560.0%
-478.1%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.1% | +4.2% | +2.5% |
| 7D | -4.5% | -3.6% | -0.9% | -3.8% |
| 30D | -7.6% | -1.1% | -6.5% | -7.6% |
| 3M | +5.8% | +41.0% | -35.3% | -1.5% |
| 6M | +0.3% | +105.7% | -105.4% | -14.8% |
| YTD | -11.2% | +155.3% | -166.5% | -29.1% |
| 1Y | -23.0% | +402.7% | -425.7% | -47.5% |
| 3Y | +53.6% | +533.1% | -479.5% | -7.6% |
| 5Y | +81.9% | +583.5% | -501.6% | -3.2% |
| All | +81.9% | +560.0% | -478.1% | -3.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling