+75.9%
UBER vs XHB
+167.0%
-91.1%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.4% | -1.1% | -1.7% |
| 7D | -2.8% | +0.2% | -3.0% | -2.9% |
| 30D | -2.5% | -9.1% | +6.6% | +4.4% |
| 3M | +4.4% | -2.3% | +6.7% | +5.3% |
| 6M | -2.7% | -4.1% | +1.5% | -1.3% |
| YTD | -10.5% | -1.7% | -8.8% | -12.0% |
| 1Y | -22.5% | -15.1% | -7.4% | -15.3% |
| 3Y | +54.8% | +26.8% | +28.0% | +15.4% |
| 5Y | +82.5% | +37.3% | +45.2% | +25.3% |
| All | +75.9% | +167.0% | -91.1% | -41.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling