+81.9%
UBER vs XHB
+30.4%
+51.5%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.3% | +4.4% | +3.6% |
| 7D | -4.5% | -5.2% | +0.8% | -1.1% |
| 30D | -7.6% | -12.1% | +4.5% | +0.4% |
| 3M | +5.8% | -6.2% | +12.0% | +9.5% |
| 6M | +0.3% | -6.7% | +7.0% | +3.4% |
| YTD | -11.2% | -5.5% | -5.7% | -10.3% |
| 1Y | -23.0% | -15.6% | -7.3% | -16.2% |
| 3Y | +53.6% | +22.0% | +31.6% | +16.7% |
| 5Y | +81.9% | +31.8% | +50.1% | +30.5% |
| All | +81.9% | +30.4% | +51.5% | +30.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling