+71.2%
UBER vs URI
+781.2%
-710.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +6.9% | -3.1% | +0.6% |
| 7D | +6.7% | -4.0% | +10.7% | +8.4% |
| 30D | -0.5% | +6.8% | -7.3% | -3.9% |
| 3M | -5.1% | -2.8% | -2.3% | -4.9% |
| 6M | -5.7% | +20.9% | -26.5% | -15.9% |
| YTD | -12.9% | +40.2% | -53.1% | -30.8% |
| 1Y | -22.6% | +34.1% | -56.7% | -37.2% |
| 3Y | +42.2% | +164.1% | -121.9% | -24.7% |
| 5Y | +56.4% | +199.3% | -143.0% | -25.9% |
| All | +71.2% | +781.2% | -710.0% | -67.9% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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