+71.0%
UBER vs XBI
+92.3%
-21.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.6% | -1.2% | -1.7% |
| 7D | -7.0% | -3.6% | -3.4% | -4.6% |
| 30D | -8.9% | +0.9% | -9.8% | -9.7% |
| 3M | +1.0% | +21.4% | -20.4% | -12.6% |
| 6M | -3.7% | +25.5% | -29.2% | -19.3% |
| YTD | -13.0% | +30.8% | -43.9% | -29.8% |
| 1Y | -25.5% | +68.6% | -94.1% | -50.3% |
| 3Y | +50.5% | +103.9% | -53.5% | -17.8% |
| 5Y | +76.2% | +20.8% | +55.4% | +43.5% |
| All | +71.0% | +92.3% | -21.3% | -23.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling