-26.2%
UBER vs SCHG
+5.5%
-31.7%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.3% | +3.7% | +4.0% |
| 7D | +7.0% | -2.5% | +9.6% | +8.9% |
| 30D | +0.6% | -5.4% | +6.0% | +4.6% |
| 3M | -2.9% | -2.2% | -0.8% | -1.7% |
| 6M | -5.5% | +5.2% | -10.7% | -9.9% |
| YTD | -14.5% | +6.8% | -21.3% | -20.1% |
| 1Y | -26.2% | +5.9% | -32.1% | -30.6% |
| All | -26.2% | +5.5% | -31.7% | -30.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHG.
Daily Out/Under-Performance
Portfolio return minus SCHG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHG 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 1y: compounded portfolio wealth divided by compounded SCHG 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…
1y analysis · Full analysis span regression · 6 months rolling