+72.4%
UBER vs SPYG
+242.9%
-170.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPYG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.0% | -2.1% |
| 7D | -5.4% | -0.9% | -4.5% | -4.5% |
| 30D | -4.9% | -1.5% | -3.4% | -3.4% |
| 3M | +3.0% | +3.7% | -0.7% | -1.9% |
| 6M | -4.4% | +16.4% | -20.8% | -20.4% |
| YTD | -12.3% | +13.3% | -25.6% | -25.0% |
| 1Y | -24.3% | +17.9% | -42.2% | -38.1% |
| 3Y | +46.4% | +98.3% | -51.9% | -36.3% |
| 5Y | +79.7% | +86.4% | -6.8% | -13.9% |
| All | +72.4% | +242.9% | -170.5% | -60.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPYG.
Daily Out/Under-Performance
Portfolio return minus SPYG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPYG 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 SPYG 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