+45.2%
UBER vs RVTY
+16.6%
+28.6%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.5% | -0.3% | -2.2% |
| 7D | -7.0% | -5.4% | -1.6% | -5.8% |
| 30D | -8.9% | +6.7% | -15.7% | -10.3% |
| 3M | +1.0% | +19.0% | -18.0% | -3.1% |
| 6M | -3.7% | +34.6% | -38.4% | -10.6% |
| YTD | -13.0% | +28.3% | -41.3% | -18.7% |
| 1Y | -25.5% | +46.0% | -71.6% | -33.0% |
| All | +45.2% | +16.6% | +28.6% | +41.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling