+72.4%
UBER vs XHB
+161.0%
-88.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.6% | -2.8% | -2.4% |
| 7D | -5.4% | -4.6% | -0.8% | -2.1% |
| 30D | -4.9% | -9.1% | +4.2% | +1.9% |
| 3M | +3.0% | -8.6% | +11.6% | +9.2% |
| 6M | -4.4% | -4.0% | -0.4% | -3.2% |
| YTD | -12.3% | -3.9% | -8.3% | -12.4% |
| 1Y | -24.3% | -16.5% | -7.8% | -16.3% |
| 3Y | +46.4% | +22.6% | +23.9% | +11.9% |
| 5Y | +79.7% | +33.9% | +45.7% | +25.6% |
| All | +72.4% | +161.0% | -88.5% | -41.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling