-17.6%
UBER vs XHB
-9.3%
-8.4%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.2% | -0.5% |
| 7D | -3.9% | -1.3% | -2.6% | -3.6% |
| 30D | +11.1% | -6.9% | +18.0% | +12.7% |
| 3M | +4.9% | -1.3% | +6.2% | +5.2% |
| 6M | -1.2% | -6.8% | +5.6% | -1.8% |
| YTD | -7.3% | +0.7% | -8.0% | -8.3% |
| 1Y | -17.6% | -11.2% | -6.4% | -19.6% |
| All | -17.6% | -9.3% | -8.4% | -19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 1y: compounded portfolio wealth divided by compounded XHB 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…
1y analysis · Full analysis span regression · 6 months rolling