+78.9%
UBER vs XBI
+19.1%
+59.8%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -1.0% |
| 7D | -5.4% | -4.6% | -0.8% | -2.5% |
| 30D | -4.9% | -2.0% | -2.9% | -4.0% |
| 3M | +3.0% | +17.8% | -14.7% | -7.9% |
| 6M | -4.4% | +23.7% | -28.1% | -17.7% |
| YTD | -12.3% | +28.2% | -40.5% | -26.8% |
| 1Y | -24.3% | +64.0% | -88.3% | -46.8% |
| 3Y | +46.4% | +99.4% | -53.0% | -15.1% |
| All | +78.9% | +19.1% | +59.8% | +54.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XBI.
Daily Out/Under-Performance
Portfolio return minus XBI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XBI 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 5y: compounded portfolio wealth divided by compounded XBI 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…
5y analysis · Full analysis span regression · 6 months rolling