+48.3%
UBER vs VICR
+178.2%
-130.0%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.2% | +5.2% | +2.4% |
| 7D | -4.5% | -0.4% | -4.1% | -4.5% |
| 30D | -7.6% | -15.6% | +8.0% | -6.6% |
| 3M | +5.8% | -35.4% | +41.1% | +8.4% |
| 6M | +0.3% | +1.3% | -1.0% | -5.2% |
| YTD | -11.2% | +62.5% | -73.7% | -22.1% |
| 1Y | -23.0% | +255.5% | -278.4% | -40.6% |
| All | +48.3% | +178.2% | -130.0% | +17.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 3y: compounded portfolio wealth divided by compounded VICR 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…
3y analysis · Full analysis span regression · 6 months rolling