+71.0%
UBER vs URA
+412.2%
-341.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.3% | -1.5% | -2.2% |
| 7D | -7.0% | +5.7% | -12.8% | -9.3% |
| 30D | -8.9% | +5.6% | -14.5% | -11.4% |
| 3M | +1.0% | +6.2% | -5.2% | -2.7% |
| 6M | -3.7% | -8.2% | +4.5% | -2.8% |
| YTD | -13.0% | +9.7% | -22.7% | -21.2% |
| 1Y | -25.5% | +17.0% | -42.5% | -36.1% |
| 3Y | +50.5% | +118.5% | -68.0% | -13.6% |
| 5Y | +76.2% | +134.3% | -58.2% | -11.5% |
| All | +71.0% | +412.2% | -341.2% | -66.5% |
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