+74.5%
UBER vs XRT
+110.6%
-36.1%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.8% | +2.9% | +2.7% |
| 7D | -4.5% | -3.6% | -0.9% | -1.7% |
| 30D | -7.6% | -6.7% | -0.9% | -2.5% |
| 3M | +5.8% | -1.4% | +7.1% | +7.0% |
| 6M | +0.3% | +1.7% | -1.4% | -1.3% |
| YTD | -11.2% | -1.5% | -9.7% | -10.7% |
| 1Y | -23.0% | -2.5% | -20.5% | -22.4% |
| 3Y | +53.6% | +39.9% | +13.7% | +13.6% |
| 5Y | +81.9% | -2.6% | +84.5% | +78.1% |
| All | +74.5% | +110.6% | -36.1% | -30.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 XRT 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