+78.9%
UBER vs SCHG
+84.3%
-5.5%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCHG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.1% | -2.2% |
| 7D | -5.4% | -1.0% | -4.4% | -4.3% |
| 30D | -4.9% | -1.3% | -3.6% | -3.6% |
| 3M | +3.0% | +5.4% | -2.4% | -3.1% |
| 6M | -4.4% | +14.4% | -18.8% | -18.0% |
| YTD | -12.3% | +8.0% | -20.3% | -20.0% |
| 1Y | -24.3% | +12.7% | -37.0% | -34.2% |
| 3Y | +46.4% | +85.6% | -39.2% | -31.7% |
| All | +78.9% | +84.3% | -5.5% | -12.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling