+53.1%
UBER vs USAR
-19.4%
+72.5%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | +0.8% |
| 7D | +1.6% | -0.8% | +2.4% | +1.6% |
| 30D | +0.6% | -20.9% | +21.5% | +1.0% |
| 3M | -8.2% | -56.2% | +48.0% | -6.9% |
| 6M | -6.7% | -67.9% | +61.2% | -5.1% |
| YTD | -14.7% | -31.4% | +16.7% | -14.7% |
| 1Y | -24.1% | -45.1% | +21.0% | -23.8% |
| 3Y | +33.4% | -20.3% | +53.7% | +57.8% |
| All | +53.1% | -19.4% | +72.5% | +89.6% |
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