+54.8%
UBER vs XRT
+42.5%
+12.3%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.2% | -1.3% | -2.1% |
| 7D | -2.8% | -0.3% | -2.5% | -2.6% |
| 30D | -2.5% | -5.6% | +3.1% | +1.1% |
| 3M | +4.4% | +2.5% | +1.8% | +3.0% |
| 6M | -2.7% | +3.7% | -6.3% | -4.9% |
| YTD | -10.5% | +1.0% | -11.5% | -11.3% |
| 1Y | -22.5% | -1.2% | -21.3% | -22.4% |
| 3Y | +54.8% | +43.4% | +11.4% | +17.3% |
| All | +54.8% | +42.5% | +12.3% | +17.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling