+56.2%
UBER vs USAR
+68.6%
-12.4%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.4% | +0.6% | -2.7% |
| 7D | -7.0% | -4.4% | -2.6% | -6.9% |
| 30D | -8.9% | -10.4% | +1.5% | -8.8% |
| 3M | +1.0% | -18.4% | +19.4% | +1.2% |
| 6M | -3.7% | -8.8% | +5.1% | -3.9% |
| YTD | -13.0% | +43.4% | -56.4% | -14.1% |
| 1Y | -25.5% | +21.0% | -46.5% | -26.5% |
| 3Y | +50.5% | +67.7% | -17.3% | +78.8% |
| All | +56.2% | +68.6% | -12.4% | +90.9% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 USAR 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