+81.2%
UBER vs RVTY
-32.5%
+113.7%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.4% | -1.1% | -2.7% |
| 7D | -2.8% | +0.4% | -3.2% | -2.9% |
| 30D | -2.5% | +10.8% | -13.4% | -5.8% |
| 3M | +4.4% | +26.8% | -22.4% | -3.9% |
| 6M | -2.7% | +39.3% | -42.0% | -13.7% |
| YTD | -10.5% | +31.6% | -42.1% | -19.7% |
| 1Y | -22.5% | +47.7% | -70.2% | -34.0% |
| 3Y | +54.8% | +19.9% | +34.9% | +37.5% |
| All | +81.2% | -32.5% | +113.7% | +97.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling