+67.6%
UBER vs URA
+248.0%
-180.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.6% | +2.4% | +1.5% |
| 7D | +1.6% | -1.5% | +3.1% | +2.2% |
| 30D | +0.6% | -10.4% | +11.0% | +4.7% |
| 3M | -8.2% | -29.6% | +21.5% | +4.6% |
| 6M | -6.7% | -40.3% | +33.6% | +12.3% |
| YTD | -14.7% | -25.5% | +10.8% | -10.3% |
| 1Y | -24.1% | -26.4% | +2.4% | -20.0% |
| 3Y | +33.4% | +31.4% | +2.0% | -4.1% |
| 5Y | +54.5% | +28.6% | +25.9% | +6.9% |
| All | +67.6% | +248.0% | -180.4% | -61.9% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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