+72.4%
UBER vs RVTY
+37.3%
+35.1%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.8% | -4.0% | -2.4% |
| 7D | -5.4% | -4.5% | -0.9% | -3.6% |
| 30D | -4.9% | +5.5% | -10.4% | -7.1% |
| 3M | +3.0% | +22.5% | -19.5% | -5.9% |
| 6M | -4.4% | +38.9% | -43.3% | -17.9% |
| YTD | -12.3% | +28.7% | -41.0% | -22.9% |
| 1Y | -24.3% | +45.5% | -69.8% | -37.7% |
| 3Y | +46.4% | +16.4% | +30.1% | +26.5% |
| 5Y | +79.7% | -32.7% | +112.4% | +103.4% |
| All | +72.4% | +37.3% | +35.1% | -2.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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